| |
Library 4: Insurance Professional
Development
HS326 Series
Total Time: 21 hours
| HS326: Introduction to Retirement |
4
hours |
H32601
|
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.
- The Field
of Retirement
- Retirement
Rules, Agencies, and Resources
- Retirement
Planning
|
- Retirement
Planners and Clients
- Individual
Retirement Arrangements
- Rollover
Contributions
|
|
| HS326: Choosing a Qualified Plan |
4
hours |
H32602
|
HS326: Choosing a Qualified Plan
describes the many types of qualified
retirement plans and how they impact
employers and employees.
- Introduction
to Qualified Plans
- Qualified
Plan Classifications
- Defined-Benefit
Pension Plans
- Other Pension
Plans
|
- Profit-Sharing
Plans
- 401(k)
and SEP Plans
- SIMPLEs,
ESOPs, and 403(b) Plans
|
|
| HS326: Matching Plans with Clients |
4
hours |
H32603
|
HS326: Matching Plans with Clients
shows financial planners how to
consider client interests and help
select the best type of qualified
plan.
- Plan Design
and Coverage
- Employee
Participation and Contributions
- Benefit
Structure Concerns
|
- Plan Loans
and Vesting
- Death and
Disability Benefits
- Top-Heavy
Plans
|
|
| HS326: Funding and Administration |
4
hours |
H32604
|
HS326: Funding and Administration
explains funding requirements and
the best sources of funds. It also
describes plan installation, administration,
and termination.
- Funding
a Plan
- Group Pension
Products
- Funding
Vehicles and Plan Investing
|
- Plan Installation
- Plan Administration
- Terminating
a Plan
|
|
| HS326: Monetary Needs after Retirement
|
4
hours |
H32605
|
HS326: Monetary Needs after Retirement
explains how to estimate client
retirement income, needs, and deficits,
and strategies for funding those
deficits.
- Setting
Expectations
- Effects
of Inflation and Social
Security
- Pensions
and Private Savings
|
- Calculating
Monetary Needs
- Creating
a Savings Schedule
- Investing
for Retirement
|
|
| HS326: Nonqualified Plans & Distribution
|
4
hours |
H32606
|
HS326: Nonqualified Plans &
Distribution provides an overview
of nonqualified plans and the tax
advantages associated with them.
This course also explains the many
ways in which funds are distributed
to retirees.
- Introduction
to Nonqualified Plans
- Tax and
ERISA Considerations
- Funding
& Administration Considerations
|
- Distributions
at Retirement
- Minimum
Distribution Rules
- Lump-Sum
Distributions
|
|
Back
©2002 Purpletrain.Com Pte Ltd, Purpletrain.Com Logo and
Informatics Holdings Ltd and the Informatics logo are registered trademarks
of Informatics Holdings Ltd and Purpletrain.Com Pte Ltd. Informatics Holdings
and Purpletrain.Com is a trademark herein used under license. All other
brand names mentioned herein are used for identification purposes only
and are trademarks of their respective owners.
This study guide and/or material is not sponsored by endorsed by or affiliated
with Cisco Systems, Inc. Cisco®, Cisco Systems®, CCDA™, CCNA™, CCDP™,
CCNP™, CCIE™, CCSI™, the Cisco Systems logo and the CCIE logo are trademarks
or registered trademarks of Cisco Systems, Inc. in the United States and
certain other countries. All other trademarks are trademarks of their
respective owners.
|
