401(k) Plans Explained Self-Directed Study Course
The purpose of this course is to provide you with the tools to better inform your customers about 401(k)s.
The purpose of this course is to provide you with the tools to better inform your customers about 401(k)s. In the first Module we are going to discuss a brief History and Overview of 401(k)s. In the second Module we delve into the types of 401(k)s. In Module Three we discuss Contributions and Withdrawals from a 401(k). The course concludes with Module Four a review of the “Working-Definitions” of 401(k)s and Investing in general. This course also includes an Appendix on the Time Value of Money. Please note that many of the concepts in the Appendix are “advanced”.
What is a Self-Directed Study Course? With Self-Directed study you will study the course content at your pace (with no unit quizzes), and then you will take a non-proctored, open-book Final Exam. Simple as that. You can take the Final Exam as many times as you need to pass the course.
This course makes a few assumptions about you the student:
- You are a currently licensed Insurance Agent.
- You are interested in additional information, resources, and knowledge regarding the inner workings of 401(k) Plans and Investments in general.
There are four key features to the Course Briefs Continuing Education courses:
- Module One: Overview History of 401(k)s
- Module Two: Types of 401(k)s
- Module Three: Contributions and Withdrawals
- Module Four: 401(k) Definitions – Appendix A The Time Value of Money