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Basics of Pension Plans (0477)

 

Please Note:

This course is no longer available for purchase. We apologize for any inconvenience.

This module is designed to introduce you to the basic principles of underwriting and funding of pension plans to better advise your clients on their retirement planning needs. You will learn about the various types of pension plans, funding vehicles, defined contribution and defined benefit plans, contributions, vesting, locking in requirements and actuarial considerations.