Describe the impact of the controlled group, affiliated service group, and leased-employee rules on tax-advantaged retirement plans

Explain the vesting requirements applicable to qualified retirement plans

Describe common disability provisions found in qualified retirement plans

Describe the impact of failing to satisfy the fiduciary rules and ways to protect the plan and fiduciaries

Describe the steps for terminating a defined-benefit plan

Understand the breadth of coverage that Social Security provides concerning the retirement security of Americans

List and explain the types of benefits clients receive from the Social Security system

Discuss the retirement ladder

Discuss the total return on investment assumption and some of the common retirement investing strategies that help to shape it

Determine a client's retirement need using a worksheet