Designing Qualified Plans - MI

Insurance Continuing Education in Michigan

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$12.95

3 credit hours

If purchased today, this course must be completed by:
July 31, 2021 (36 Days)

The Michigan Department of Insurance has waived their normal proctor requirement, until further notice. A proctor is no longer required. 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:25
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

Course Number:80208
Approved Title:Designing Qualified Plans
Provider:InsuranceStudy.com
Provider Number:0499
Topics Covered:Life and Health, Financial Planning, Life
Approved Credits
3 credits in Life
Program Level:Advanced

Rules for Michigan Insurance Continuing Education

  • This state allows for course material to be downloaded. Please note that not all courses will have content that is suitable or available for downloading.
  • Exam is closed book.
  • The state of Michigan charges an additional fee of $1.00 per credit hour.