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×Newburgh, New York
The course covers the fundamentals of retirement planning and employee benefits plans. Topics include the specific provisions of qualified retirement plans, money purchase, profit- sharing with 401(k) provisions defined benefit and target benefit plans, IRAs and SEPs. Students will learn how to recommend a specific qualified plan for a client, the basic characteristics of employee benefits including group life insurance, group health insurance and non-qualified deferred compensation, and the income tax impact of benefits to both the employer and employee.
Units: 3.0