Introduction to Retirement training course online
Introduction to Retirement

Introduction to Retirement

HS326: Introduction to Retirement provides an overview of the financial planning market and how retirement plans benefit employees and business owners. This course also begins discussing retirement strategies and Individual Retirement Accounts.

This is self-paced Introduction to Retirement 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.

Introduction to Retirement tutorial 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.

Introduction to Retirement Tutorial Objectives

  • Explain the benefits of tax-advantaged plans to clients
  • Identify the main elements of the Employee Retirement Income Security Act (ERISA)
  • Identify roadblocks to retirement planning
  • Help set retirement objectives
  • Describe the role of the financial planner
  • Differentiate between traditional and Roth IRAs
  • Discuss funding vehicles for IRAs and explain distributions

Introduction to Retirement Tutorial Topics

  • The Field of Retirement
    • Marketing qualified plans
    • Qualified plan advantages
    • Other plans
    • Benefits to employees
    • Benefits to employers
    • Benefits to small business owners

  • Retirement Rules Agencies and Resources
    • The legislative environment
    • Regulatory agencies
    • Pension professionals and organizations
    • Information resources

  • Retirement Planning
    • The need for retirement planning
    • Roadblocks to retirement savings
    • Defining retirement objectives

  • Retirement Planners and Clients
    • Using holistic retirement planning
    • Considering the nature of clients
    • Retirement strategies
    • Plan termination
    • Planning for baby boomers

  • Individual Retirement Arrangements
    • Traditional IRAs
    • Roth IRAs
    • Spousal IRAs

  • Rollover Contributions
    • IRA rollovers
    • IRA comparisons
    • Funding vehicles and investments
    • IRAs used with SEPs and SIMPLEs

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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