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: Jun. 2017
Re-versioned: Jul. 2016

Learning Obj​​​​ectives

After completing this course, students 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 Certificates​: This course applies to the following ABA Certificates:

​Questions? Please contact for more information.

 Benefits of Self-Paced Training

  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available

 Registration & Pricing


Individual Purchase:
ABA Member • $95
Non-Member • $130

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


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