Identify the features available in a 401(k) plan

Identify the various funding instruments, and describe in detail how a trust operates

Fiduciary Responsibility

Identify the affirmative duties of those plan fiduciaries who are involved in the investment of plan assets

Compare incentive stock options with nonqualified options

Identify the types of documents that individuals can use to control their own medical care after they become unable to make decisions for themselves

Discuss the importance of investment guidelines

Describe the steps that must be taken to install a corporate plan

Describe the expense method approach for determining the income needed in the first year of retirement