401(k) Retirement Plans

Overview

This course discusses the elements of the 401(k) Plan – today's retirement plan offering for most employers.

Learning Objectives

Upon Completion of this course, you should understand:

  • The difference between a 401(k) Plans and a "traditional pension plan";
  • Rules and regulations applicable to 401(k) Plans;
  • The retirement benefits of a 401(k) Plan; and
  • Contribution and distribution rules for 401(k) Plans.

Designed for

This course is designed for retail and investment advisory representatives.

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