401(k) Plans

Overview

Financial professionals specializing in 401(k) plans can significantly enhance the financial security of the U.S. workforce at retirement and attract a steady stream of clients. This course provides an overview of 401(k) plans, helping professionals become trusted partners by understanding how these plans work and how to use them to meet clients’ retirement goals.

Find this course for your license

License or Certification

Regulator

Objectives

identify the parties involved in establishing and maintaining a 401(k) plan
demonstrate an understanding of the different contribution types and the annual limits that apply to contributions
detail the rules for participants seeking to take a loan from their accounts
cite the investment vehicles available to 401(k) plans
explain permissible eligibility and vesting requirements
know when participant distributions are permitted and or required; as well as any tax implications

Designed For:

Life and health insurance producers; financial planners and advisors.

Course Information

Adding additional credit may change exam requirements.

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