Retirement Products for Small Businesses

Explores advantages to small businesses when offering retirement plans and the five retirement products and their general characteristics to match to specific client business needs. Compares client needs throughout the business life cycle to product characteristics. Introduces a referral process to make effective client referrals to retirement specialists.

Updated: June 2017
Re-versioned: July 2016

What You'll Learn

After successfully completing this course, you will be able to:

  • Define the benefits associated with retirement planning for the small business owner
  • Identify various retirement products appropriate for small business owners
  • Compare characteristics of various retirement products
  • Match characteristics of retirement products to small business owners' needs
  • Refer small business clients to retirement specialists using the H.E.L.P. tool


Bank personnel responsible for managing small business relationships with responsibilities for referring and/or selling retirement services and products.

Course Credits

ABA Professional Certifications​: 1.25 CLBB​

ABA Certificates​: This course applies to the Small Business Banker Certificate.

Questions? Please contact for more information.




Purchase for a Team
To license this course to your bank for multiple learners, please contact ABA Training.​


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