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403(b) Plans Eleanor A. Lowder

403(b) Plans

Eleanor A. Lowder

Published December 3rd 2005
ISBN : 9780793152087
Paperback
137 pages
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 About the Book 

403(b) Plans is a course for insurance agents, securities reps and other financial services professionals who sell investment and retirement planning services to nonprofit organizations. The course focuses on the special retirement plan market inMore 403(b) Plans is a course for insurance agents, securities reps and other financial services professionals who sell investment and retirement planning services to nonprofit organizations. The course focuses on the special retirement plan market in nonprofit organizations, with special concentration on the main markets: educational organizations, hospitals and other 501(c)(3) organizations, and religious organizations. It also describes the unique features of 403(b) plans and the market for these plans. 403(b) Plans is the first course of its kind to focus on the practical aspects of working with employers and employees in setting up and providing investment services using 403(b) plans in public schools, colleges, hospitals, other nonprofit organizations and churches.Material has been updated to reflect the changes made by the new distribution rules and the Tax Act of 2001 including:* Updates to rules governing qualified plans.* Catch up contributions and simplification of required minimum distribution rules.* Facts, figures, illustrations and examples have been updated.If you are taking this course for CE, the CE exam will automatically be added to your basket when selecting CE credit. Certain states require that a proctor or monitor supervise the exam taking process.