Defined Contribution Plans
A defined
contribution plan offers great flexibility to the plan sponsor and
places all investment risk on the participant. Study how profit-sharing
plans, employee stock ownership plans (ESOPs), money purchase pension
plans, employer-sponsored IRAs, simplified employee pension (SEP) plans
and savings incentive match plans for employees (SIMPLE plans) provide
different retirement savings opportunities. This course reviews how
assets accumulate and how distributions are made during an employee’s
working and retirement years.
Lessons include:
- Rules Governing Defined Contribution Plans
- Types of Defined Contribution Plans
- Defined Contribution Plan Investments and Costs
- Preretirement Distributions.
View full course outline [PDF]..
This course counts toward the
Fundamentals in Retirement Plans certificate. Earn your certificate to understand the principles of designing and administering a compliant retirement plan.
One-Credit Course
Price: $60 Members
($90 Nonmembers)
Why Choose E-Learning?
Self-Paced
Navigate the course at a pace that fits your learning style.
Convenient
Learn on your schedule—without the inconvenience of time away from the office.
Expert-Created Content
Take a deep-dive into a topic with content developed by industry leaders.
Cost-Effective
Save when you choose affordably-priced training with no additional travel costs.
Questions?
Contact us at (888) 334-3327, option 3 or [email protected].
Team Training
Navigate the course at a pace that fits your learning style.