401 (k) Plans

FIRE Solutions is pleased to announce the addition of 401 (k) Plans to our Firm Element Continuing Education course catalog.

401 (k) Plans is an intermediate course intended for retail representatives and investment adviser representatives, as well as any financial service industry professional interested in learning about 401(k) plans as a retirement plan option. The course is designed for representatives who open retirement accounts for retail investors and plan sponsors, and advise them on issues related to retirement savings, as well as those who would like to learn more about this increasingly popular retirement plan option.

401 (k) Plans gives students a detailed overview of one of the most popular retirement investment vehicles. The course begins with a broad history of retirement planning and ERISA, and introduces the two main types of retirement plans. Lesson 2 discusses 401(k) plans in detail, highlighting contributions, distributions, and withdrawals, as well as eligibility and vesting. Lesson 3 delves into what options are available when a plan participant leaves an employer, and covers rollovers and Roth 401(k)s. The final lesson gives an overview of the Department of Labor’s new fiduciary standard and how it will affect 401(k)s.

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