Retirement Planning
Retirement Planning focuses on the types of retirement plans available, factors that impact various plans, and the importance of integrating retirement benefits with financial and estate planning. Activities offer an opportunity to apply guidelines that address the unique implications of retirement assets.
| Price | $215 Nonmembers / $160 Members |
| Duration | Approximately 4 hours |
| Course Credits | AIB: 0 ; ICB: 8.0 (CRSP, CTFA/PFI) ; CFP: 4.5 |
| Prerequisites | None |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
This course is appropriate for Trust Officers who have already achieved a basic level of knowledge and expertise in the trust field.
Learning Objectives
After completing this course, students will be able to:
- Identify the differences between defined benefit plans and defined contribution plans
- Describe the characteristics of common qualified, nonqualified, and individual retirement plans
- Describe the use of trusts to fund nonqualified plan benefit obligations
- Identify the different forms of distribution required for different types of qualified retirement plans
- Explain the tax implications of retirement plans
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.