Qualified Plan Designs to Meet Employers Objectives [PW-806]
Category: (CE) - Insurance
Summary:
Author: Paul J. Winn, CLU ChFC
Experience Level: Basic
Prerequisites: NONE
Delivery Method: Interactive Self-Study
Course Formats: Online / CD-ROM / Textbook / Audio
Course ID: PW-806
CPE Credits: 30
Course Description:
There are many issues that are normally addressed in the design of a qualified plan; this course has been developed to introduce you to them. In it, we will discuss qualified plan design issues in large and small companies. Our emphasis, however, will be on the plans of small companies. Although small means many different things in different contexts, the meaning given to the term small company in this course is an employer that has fewer than 25 employees.
Author: Paul J. Winn, CLU ChFC
Experience Level: Basic
Prerequisites: NONE
Delivery Method: Interactive Self-Study
Course Formats: Online / CD-ROM / Textbook / Audio
Course ID: PW-806
CPE Credits: 30
Course Description:
There are many issues that are normally addressed in the design of a qualified plan; this course has been developed to introduce you to them. In it, we will discuss qualified plan design issues in large and small companies. Our emphasis, however, will be on the plans of small companies. Although small means many different things in different contexts, the meaning given to the term small company in this course is an employer that has fewer than 25 employees.
Start Date:
Monday, 09 January 2012
Enrolment duration: Unlimited
