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.

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