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The Fundamentals of Qualified Plans

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Description


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.


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

This course is intended to be an introduction to qualified plan rules and is presented at a level suitable for those new to the world of retirement plan industry. It is suggested that this course be completed prior to the APA or APR course work.

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