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Cannon Financial Institute

Retirement Plan Services I

This course begins a three-part series addressing the skills needed to administer retirement plans and employee benefits.

This course concludes with a comprehensive exam. 

Select a Session:

Price: $3,135.00
registration, tuition, breakfast and lunch

Areas of Study Include: IRAs, General Retirement Plan Qualification Rules, Defined Benefits, 401(k) Plans, ADP/ACP Testing, Allocation Workshop, Investment Management