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This course provides an overview of the spousal consent requirements as they apply to qualified plans (including 403(b) plans).

The Program's easy-to-learn design has numerous tips, examples, and procedural recommendations that are interspersed with interactive Q and A sessions so that you are confident that you are learning and in where your strengths and weaknesses lie. And it's "Bookmark" feature also lets you learn at your own pace, while giving you the ability to review previously completed material.

Learning Objectives

Upon completion of this course, you will be able to:
  • Describe the origins of the spousal consent requirements
  • Define the word "spouse" as it pertains to spousal rights under the plan
  • Describe the spousal consent requirements under a plan subject to the qualified joint and survivor annuity requirements
  • List the exceptions to the spousal consent requirements under plans subject to the qualified joint and survivor annuity requirements
  • Describe the spousal consent requirements applicable to qualified pre-retirement survivor annuities
  • Describe a spouse's rights regarding the form and timing of payment under a plan subject to the qualified joint and survivor annuity requirements
  • Identify the requirements necessary for a plan to avoid being subject to the qualified joint and survivor annuity requirements
  • Describe the spousal consent requirements under plans that are exempt from the qualified joint and survivor annuity requirements
  • Identify the steps that must be taken to correct spousal consent failures
  • Describe the effects that qualified domestic relations orders and so-called "slayer statutes" have on the spousal consent requirements
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Spousal Rights & Consent Requirements Training & Certification Program Online course
  • Course ID:
    187639
  • Duration:
    n/a
  • Price:
    $399