Matching Plans with Clients
Matching Plans with Clients
This is self-paced Matching Plans with Clients tutorial -- there are no books to purchase and no scheduled classes to attend.
Monetary Needs
after Retirement
Insurance Professional
Training Courses
Info and Order
CompTIA A+ Certification
Computer Security
Access 2002
Cisco CCNA
Oracle Database
Database Design
Windows XP
Windows 2000
Active Directory
Internet Security
C Programming
Visual C
This course is for anyone preparing to take the HS326: Planning for Retirement Needs exam or anyone who wants an introduction to the field of retirement planning.
Matching Plans with Clients training that's Easy, Convenient and Affordable! High-quality, online, self-paced training courses designed to help you achieve your goals. Affordable annual subscription plans give you unlimited access to an entire suite of courses topics at prices that you just won't find anywhere else.
- Describe the plan design process
- Determine the type of coverage a particular client needs
- Discuss benefit structure concerns
- List participation requirements for types of qualified plans
- Identify which types of plans allow plan loans and describe disbursement of loans
- Explain the two main types of vesting schedules
- Explain death and disability benefit rules as they apply to qualified plans
- Determine if a plan falls under top-heavy rules
- Plan Design and Coverage
- The plan design process
- Coverage requirements
- Permissible discrimination
- Employee Participation and Contributions
- Participation requirements
- Excluding plan participants
- Specific plan requirements
- Types of employee contributions
- Benefit Structure Concerns
- Nondiscriminatory rules
- Accrued benefits
- Defining a year of service
- Amending benefit formulas
- Allocation of benefits
- Plan Loans and Vesting
- Plan loans
- Vesting schedules
- Definitions of service for vesting purposes
- Death and Disability Benefits
- Retirement ages
- Death coverage
- Disability benefits
- Top-Heavy Plans
- Top-heavy rules and tests
- Top-heavy plan provisions
- Top-heavy plan problems
200MHz Pentium with 32MB Ram. 640 x 480 256-color video (800 x 600 is recommended). Windows 95, 98, NT, 2000, or XP. Internet Explorer 5.0 or higher required. Minimum Connection Speed: 28.8k. Authorware recommended but not required. JavaScript must be enabled. Netscape and AOL browsers not supported.
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