Choosing a Qualified Plan training course online
Choosing a Qualified Plan

Choosing a Qualified Plan

HS326: Choosing a Qualified Plan describes the many types of qualified retirement plans and how they impact employers and employees.

This is self-paced Choosing a Qualified Plan tutorial -- there are no books to purchase and no scheduled classes to attend.

Introduction to Retirement

Qualified Plan

Matching Plans
with Clients

Funding and Administration

Monetary Needs
after Retirement

Nonqualified Plans


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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.

Choosing a Qualified Plan 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.

Choosing a Qualified Plan Tutorial Objectives

  • Differentiate between defined-contribution and defined-benefit retirement plans
  • List the advantages and disadvantages of cash balance money purchase and target-benefit plans
  • Discuss the different types of profit-sharing plans
  • Compare and contrast 401(k) plans SEPs and SIMPLEs
  • Explain the merits of stock bonus plans and ESOPs

Choosing a Qualified Plan Tutorial Topics

  • Introduction to Qualified Plans
    • Information gathering
    • Qualified plans
    • Alternative tax-sheltered vehicles

  • Qualified Plan Classifications
    • Types of qualified plans
    • Combining plans
    • Pension vs. profit-sharing plans
    • Keogh plans

  • Defined-Benefit Pension Plans
    • The unit-benefit formula
    • Other defined-benefit formulas
    • Defined-benefit formula elements
    • Employer goals

  • Other Pension Plans
    • Cash balance pension plans
    • Money purchase plans
    • Target-benefit plans

  • Profit-Sharing Plans
    • General facts about profit-sharing plans
    • Types of profit-sharing plans
    • Profit-sharing plans and life insurance
    • Plan candidates

  • 401(k) and SEP Plans
    • History of 401(k) plans
    • Uses of 401(k) plans
    • Simplified employee pension plan

  • SIMPLEs ESOPs and 403(b) Plans
    • SIMPLEs
    • Stock bonus plans and ESOPs
    • 403(b) plans

Technical Requirements

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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