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Congratulations!
You have completed ERI DLC Course 74: Trends in Retirement Plans
You should now be able to:
- Identify earnings subject to the Social Security payroll tax
- Differentiate between defined contribution and defined benefit plans
- Recognize different types of defined contribution plans
- Identify how the SECURE 2.0 Act impacts 401(k) plans and Simple-IRA plans
- Differentiate between qualified and non-qualified retirement plans
- Recognize different types of non-qualified plans
- Specify what a Summary Plan Description (SPD) is
- Identify the requirements of the Employee Retirement Income Security Act (ERISA)
- Specify the role of the Pension Benefit Guarantee Corporation
- Determine retirement plan options for small businesses
- Recognize administrative responsibilities for retirement plans
If you need to report completion of this course to a supervisor or instructor, you may send them a screen shot of your training history.
If you would like to recommend this course and the DLC to a colleague or friend, send an email.
Looking to Benchmark Pay?
See our salary, cost-of-living, and executive compensation data in action.