Qualified Retirement Plans and IRAs - CA Correspondence


  • Course Delivery: On Demand
  • Duration: 1 

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This course provides an understanding of qualified retirement plans and IRAs (Individual Retirement Accounts), including options; set up; who may contribute, how much, and how often; and distribution. This course is a great introduction to our retirement course offerings, which include 401(k), Keogh Plans, and Corporate Pension Plans.

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Course Objectives

Upon completion of the course, the student will be able to:
- Understand Qualified Retirement Plans and Individual Retirement Accounts
- Become acquainted with the contribution rules, tax treatment, and distribution rules under an Individual Retirement Account (IRA).
- Grasp Roth IRAs and Coverdell Education Savings Accounts (CESAs Comprehend Simplified Employee Pension (SEP) Plans and Matching Plans for Employees (SIMPLE)
- Become familiar with the eligibility requirements, contribution rules, tax treatment, and distribution rules under Roth IRAs, CESAs, SEPs and SIMPLEs.


End of Course Instructions

Congratulations! You have successfully completed your continuing education course. 360training or a 3rd party affiliate of 360training will report your credit hours to the Department of Insurance within 15 days. You may also now print your completion certificate online. Keep in mind that certificates of completion must be kept on file for 5 years.


Quiz Information

You will not be required to pass the quizzes to move on to the next lesson.



You will be required to pass the final exam with a 70% in order to receive course credit.

Got questions? Contact Us or call 877-881-2235

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