Product Details
Topics Covered
- Defined contribution plans
- Defined benefit plans
- 401(k)
- IRA
- Roth IRA
- Pension
- Vesting schedule
- Mutual fund
- Portfolio allocation
- Ethics
- Risk
- Phased retirement
- Retirement plans
- Social Security
- Employee Retirement Income Security Act (ERISA)
Key Features
- Mobile-friendly
- Audio-enabled
- Badge and credit-awarding
- Real-world case studies
- Fully accessible
- Games & Flashcards
- Expert-supported
- Video content
Course Preview
Course Description
Learning Outcomes
- Distinguish between defined benefit (DB) and defined contribution (DC) plans
- Describe design elements of defined retirement plans
- Compare 401(k) plans and traditional, ROTH, SEP, SIMPLE, nondeductible, and spousal IRAs
- Explain key components of retirement plans for federal employees
- Identify federal regulations that govern retirement plans and protect employees nearing or at retirement age
- Explore how portfolio allocation balances risk and return
- Identify strategies for resource allocation given risk tolerance and market conditions
- Describe how to calculate annuities for federal employees with phased retirement
- Identify the six phases of retirement
- Explain how Social Security affects retirement income
- Describe how retirement plans are addressed during mergers and acquisitions
Notes
This course has an "Ask the Expert" feature, which submits your questions directly to an expert in the field you are studying. Questions are answered as quickly as possible and usually within 24 hours.
As an Accredited Provider, MindEdge offers for its learning events that comply with the Continuing Education and Training Standard.
Learners must achieve an average test score of at least 70% to meet the minimum successful completion requirement and qualify to receive credit. Learners will have three attempts at all graded assessments.