401(k) Plans
FL116995 - 4 Hours
This continuing education course for insurance agents explains the various types of 401k plans, eligibility and limits, the tax benefits, and rollover options.





401(k) plans have become one of the most popular ways for employees to save money for retirement due to their employer match options and tax benefits. This continuing education class explains how to establish and operate a 401(k) plan, fiduciary responsibilities, investment options, types of 401k's, tax deferred growth of investment earnings, eligibility, and limits. Understand why it's beneficial to max out the contributions to 401k plans before making additional retirement investments.

Class highlights include:

  • Establishing and Operating a 401(k) plan

  • Fiduciary Responsibilities

  • Roth Contributions

  • Disclosure Rules

  • New Comparability Plans

  • 401(k) Company Match Options

  • Types of 401(k) Plans

  • Rollovers - Retirement Plan Consolidation

  • Approved for 4 Hours of CE 9900 (Generic Life, Health and Variable) Continuing Education