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

  • know the difference between a 401(k) Plans and a "traditional pension plan";
  • understand the rules and regulations applicable to 401(k) Plans;
  • be familiar with the retirement benefits of a 401(k) Plan; and
  • recognize the contribution and distribution rules for 401(k) Plans.

Designed For

Retail and investment advisory representatives


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