Pension Benefits Statements

Course Writer
Oliver Publishing

Course Description
Those who counsel employees about their private pensions know that misunderstanding about pensions is widespread. Employees often misinterpret their pension options, and just do not know the right questions to ask to make their situation clearer.

This course goes into retirement plans in depth and covers government pensions, defined benefit plans, and defined contribution plans. Sample statements with explanations are provided to provide context.

On completion, the student will be able to better estimate retirement income for a client and answer many client questions about the benefits of registered pension plans.