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The Fundamentals of Qualified Plans
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The Fundamentals of Qualified Plans

Continuing Education Credits: 5 NIPA; 4 ERPA
Cost: Members: $295; Non-members: $395

 

Who Should Enroll?

The Fundamentals of Qualified Plans program covers a range of topics designed to familiarize the audience with general requirements of qualified plans. The program is intended to be an introduction to qualified plan rules and is presented at a level suitable for those new to the retirement plan industry.

 

Program Details

Historically presented in a full-day seminar setting, this online certificate program is organized into the following sections:

  • Qualified Plan Overview
  • Qualified Plan Establishment
  • Eligibility and Participation Requirements
  • Contribution Allocations
  • Vesting and Forfeitures
  • Minimum and Maximum Contributions
  • Permitted Disparity
  • Minimum Coverage, Minimum Participation and General Non-Discrimination Testing
  • Reviewing What You Have Learned

It is suggested that this course be completed prior to the APA or APR course work.

 

Materials presented by Emily Lichtenwalner, APA, AIF of TR Paul Inc.

Emily has more than 20 years experience with qualified plans and will share her experience with administration, client relations and sales throughout the course. Examples are presented throughout and review questions are covered at the end of each section. The online functionality allows you to break the course into sections, studying what you can when you can, rather than covering it all in a single day.

 

Enroll today!

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