Designing Qualified Plans - NY

Insurance Continuing Education in New York

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$14.95

5 credit hours

If purchased today, this course must be completed by:
July 31, 2021

The New York Department of Insurance has waived their normal proctor requirement, until further notice. A licensed monitor is no longer required to be present during your exam. You will instead need to electronically sign an Affidavit of Personal Responsibility, and that affidavit will be completed online as part of your final exam.
Description

There are many issues that are normally addressed in the design of a qualified plan; this course has been developed to introduce you to them. In it, we will discuss qualified plan design issues in large and small companies. Our emphasis, however, will be on the plans of small companies. Although “small” means many different things in different contexts, the meaning given to the term “small company” in this course is an employer that has fewer than 25 employees.

In this course you will learn about:

  • Characteristics of Qualified Plans
  • Designing the Plan Based on Employer Objectives
  • Qualified Plan Data Collection
  • Meeting the Employer’s Objectives

 

Exam Details

Need Proctor?No
Question Count:50
Passing Grade:70%
Attempts to Pass:Unlimited
Note: If you choose to request additional credit types while taking this course, the number of exam questions and proctor rules may change to meet those credits' requirements.

Course Details

Approved Title:Designing Qualified Plans - Internet(7290)
Provider:InsuranceStudy.com
Provider Number:NYPO- 100425
Topics Covered:Life and Health, Financial Planning, Life
Approved Credits
5 credits in Life Brokers
5 credits in Life/Accident and Health Agents
5 credits in Life Consultants
5 credits in Life Settlement Brokers
Program Level:Advanced

Rules for New York Insurance Continuing Education

  • Courses approved for Internet may not be downloaded.
  • Exam is closed book. An New York state approved monitor MUST be present before you may access the exam. COVID-19 UPDATE: THIS RULE IS TEMPORARILY SUSPENDED.
  • Effective January 1, 2008, a licensee will no longer receive credit for any course previously completed for continuing education credit. Licensees must maintain records of completed continuing education courses and will be held responsible if a course is repeated.
  • Upon successful completion of this course you will be issued a Certificate of Course Completion. This document is necessary for your license renewal. Retain this document.

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