eLearning Course Catalog     Log Into ABA eLearning     AIB Overview     Trust Curriculum Retirement Planning - ABA eLearning Price: $160 members; $215 non-members   ENROLL NOW Course Credits:  AIB: 0.25; ICB: 4.0 CTFA/PFI; CFP: 1.0 Course Description:  Retirement Planning focuses on the types of retirement plans available, factors that impact various plans, and the importance of integrating retirement benefits with financial and estate planning. Activities offer an opportunity to apply guidelines that address the unique implications of retirement assets. Learning Objectives:  After completing this course, students will be able to: ·         Identify the differences between defined benefit plans and defined contribution plans ·         Describe the characteristics of common qualified, nonqualified, and individual retirement plans ·         Describe the use of trusts to fund nonqualified plan benefit obligations ·         Identify the different forms of distribution required for different types of qualified retirement plans ·         Explain the tax implications of retirement plans Audience:  Trust Officers who have completed Building Trust Expertise Level 1 and have at least two years experience in the trust field working with trust clients and their families and/or advisors. For further information or team discount pricing, please call (212) 297-1679 or elegg@nyba.com. The New York Bankers Association is a Local ABA Training Provider.