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Retirement Planning

Course List | ABA Member Registration | Non-Member Registration

Retirement Planning focuses on the types of retirement plans available, factors that impact various plans, and the importance of integrating retirement benefits with financial and estate planning. Activities offer an opportunity to apply guidelines that address the unique implications of retirement assets.

Price $215 Nonmembers / $160 Members
License Option Courses are also available at discounted prices under an annual license.  Learn More
Course Credits AIB: 0.25; ICB: 4.0 CTFA (FP), CISP, CRSP; CFP: 1.0
Prerequisites Building Trust Expertise Level 1
Required Software None
Optional Software Adobe Acrobat Reader and RealPlayer

Audience

Trust Officers who have completed Building Trust Expertise Level 1 and  have at least 2 years experience in the trust field working with trust clients and their families and/or advisors.

Learning Objectives

After completing this course, students will be able to:

  • Identify the differences between defined benefit plans and defined contribution plans 
  • Describe the characteristics of common qualified, nonqualified, and individual retirement plans 
  • Describe the use of trusts to fund nonqualified plan benefit obligations 
  • Identify the different forms of distribution required for different types of qualified retirement plans
  • Explain the tax implications of retirement plans

 


Questions? Please contact training@aba.com for more information.