Firm Element Fiduciary Responsibility and Retirement Planning

Fiduciary Responsibility and Retirement Planning

25.00 25.00

  • Course Delivery: On Demand
  • Duration: 1 

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Employers can offer "qualified" retirement plans that meet the specified criteria of the International Revenue Code (IRC) and Employee Retirement Income Security Act of 1974 (ERISA), or "non-qualified" plans that lack many of the tax preferences of qualified plans but are not bound by the strict statutory requirements. In either case, there are certain fiduciary responsibilities that must be met by those overseeing these types of plans. This course will address several topics including the administration of retirement plans, tax benefits, and plan distributions.



End of Course Instructions

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Quiz Information

You will not be required to pass the quizzes to move on to the next lesson.


You will be required to pass the final exam with a 70% in order to receive course credit.

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