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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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