Understanding Qualified Plan Rules PDF Download Course


10 hrs CRC CE

This course covers the special legal and regulatory environment of qualified plans.

Price: $65.00


Continuing Education Credits Available:
Approved for 10 hours CRC CE credits. Cost of course includes free reporting to InFRE of CRC CE credit after passing CE exam.

Course Description:
This course contains changes to the rules under EGTRRA (2001). Qualified retirement plans must comply with special rules in order to receive certain tax advantages. This course covers the legal and regulatory environment of qualified plans; plan qualification rules and tax advantages; and the minimum standards under the Employee Retirement Income Security Act (ERISA) that qualified plans must adhere to.

The course includes discussion of fiduciary responsibility; reporting and disclosure requirements; minimum coverage and participation requirements and tests; eligibility; vesting; funding and accrual; top heavy plan rules; and survivorship requirements. Useful tables containing plan limits for current and future years are provided.

Specifications:
PDF Download with single print option with single print option.

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