SRI 121 — Retirement Plans, Accounts, and Annuities

• Qualified Retirement Plans
• Defined Benefit and Defined Contribution Retirement Plans
• Retirement Plans: Beyond the Basics
• Individual Retirement Arrangements (IRAs)
• Health Savings Accounts (HSAs)
• Annuity Basics
• Qualified v. Nonqualified Annuities

• Differentiate between employer-sponsored defined benefit and defined contribution retirement plans
• Describe characteristics of employer-sponsored retirement plans, including pension plans, 401(k) plans, 403(b) plans, nonqualified deferred compensation plans, and plans for small businesses and the self-employed
• Describe the provisions of the SECURE Act designed to increase access to and participation in retirement plans and encourage the use of lifetime income options in plans.
• Compare and contrast traditional and Roth IRA features
• Describe the characteristics of health savings accounts and how they can be used in retirement
• Describe features of annuity products and the role they play in retirement planning
• Differentiate among the types of deferred and immediate annuities, fixed and variable annuities, and describe how annuities generate tax-deferred growth on premiums
• Compare and contrast nonqualified and qualified annuity features

Course Format

LOMA's popular online interactive courses teach important industry concepts through an engaging, highly interactive, multi-media approach that often includes integrated video, audio, and scenario-based learning. 

• Technical Requirements for LOMA Online Courses

Exam Format

Integrated Exams

Online interactive courses are designation courses with integrated, self-proctored exams—the modularized examinations are built right into the course as part of the learning experience. No separate exam enrollment is required.

Pricing

See North American course pricing.

Enrolling in Courses With Proctored Exams

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