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Firm Element Fiduciary Responsibility and Retirement Planning (Interactive)

Fiduciary Responsibility and Retirement Planning (Interactive)

25.00 25.00

  • Course Delivery: On Demand
  • Duration: 1 

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This course introduces the concept of qualified retirement plans, which must meet the criteria of the International Revenue Code (IRC) and the Employee Retirement Income Security Act of 1974 (ERISA). You will also learn about non-qualified plans, which lack many of the tax preferences of qualified plans and are not bound by the same strict statutory requirements as qualified plans. Lastly, this course will also cover the various types of non-qualified plans.

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