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AIB Retirement Planning (AIB-8407)  

This course focuses on the types of retirement plans available, factors that impact various plans, and the importance of integrating retirement benefits with financial and estate planning. Activities offer an opportunity to apply guidelines that address the unique implications of retirement assets.

Delivery Options 

Self-Paced Online

Audience

This course is appropriate for trust officers who have already achieved a basic knowledge and expertise in the trust field.

Learning Objectives

   At the conclusion of the program participants will be able to:

• Identify the differences between defined benefit plans and defined contribution plans
• Describe the characteristics of common qualified, non-qualified, and individual retirement plans
• Describe the use of trusts to fund non-qualified plan benefit obligations
• Identify the different forms of distribution required for different types of qualified retirement plans
• Explain the tax implications of retirement plans

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834