Discuss the installation and administration concerns for nonqualified plans

Describe an executive-bonus life insurance plan

Identify the role of the retirement planner and the steps in the retirement planning process

Identify what a client needs to know about the home as a financial asset

Distinguish between distributions that can be rolled over into other tax-advantaged retirement plans and those that cannot

Describe when required distributions must begin, and how to calculate the required minimum distributions during the participant's lifetime and after the participant's death

Identify the key distribution issues for the middle-class client who is concerned about financing retirement needs

Explain how ERISA changed the pension landscape as well as the major trends in post-ERISA legislation

Describe the types of entities that sponsor retirement plans and the professionals who service these plans

Explain how a target-benefit plan is different than a defined-benefit plan, and why this plan design has fallen out of favor