Gain an understanding of fiduciary responsibility requirements in connection with retirement plans, as well as how to evaluate taxation of benefits received and alternatives in choosing the appropriate plan.
Learn to evaluate qualified plans such as pension and profit sharing, 401(k), 403(b) and Employee Stock Ownership. Examine individual retirement alternatives, including traditional and Roth IRA, SEP and SIMPLE IRA programs as well as group medical plans, cafeteria, disability, stock options and nonqualified deferred compensation.