Designing Qualified Plans to Meet Employer Objectives

$79.00 each

Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE NONE Specialized Knowledge
Experience Level Course ID CPE Credits Author
Basic PW-643 8 Paul J. Winn CLU ChFC

Designing Qualified Plans to Meet Employer Objectives

Course Description:

Designing Qualified Plans to Meet Employer Objectives introduces students to the elements of qualified plan design to meet the needs of business owners. It discusses qualified plan design issues as they apply to both large and small companies. The emphasis, however, is on small company plans specifically, qualified plans for those employers who have fewer than 25 employees.

The treatment of qualified plan design begins with a discussion of the characteristics of particular qualified plans in order to provide a foundation for the student to understand, in a general way, what they can accomplish for an employer.  The focus of the course then changes to an examination of the three areas that employers need to address in deciding on the right plan.