Designing Qualified Plans

Professional Recertification (PRCE)

Take This Course

$16.95

3 credit hours

If purchased today, this course must be completed by:
May 30, 2021

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.

In this course you will learn about:

  • Characteristics of Qualified Plans
  • Designing the Plan Based on Employer Objectives
  • Qualified Plan Data Collection
  • Meeting the Employer’s Objectives

 

Exam Details

Need Proctor?No
Question Count:25
Passing Grade:70%
Attempts to Pass:Unlimited
Note: If you choose to request additional credit types while taking this course, the number of exam questions and proctor rules may change to meet those credits' requirements.

Course Details

Course Number:15580
Approved Title:Designing Qualified Plans
Provider:InsuranceStudy.com
Provider Number:770
Topics Covered:Life and Health, Financial Planning, Life
Approved Credits
3 credits in PRCE
Program Level:Advanced

Rules for American College PRCE (formerly PACE)

  • Course material may be downloaded.
  • Exam is open book.