This package meets the Washington State Continuing Education requirement of 24 credit hours including 3 credit hours on ethics.

Courses include:

• 8 cr - Employee Benefit Plans I

Chapters include: Overview and Basic Concepts; Basic Plan Finance and Taxation; Economic Aspects of Plans; Traditional Frameworks for Plan Regulation; The Legislative Background to ERISA; Benefit Protection; Vesting; Benefit Protection; Participation, Accrual and Non-Interference; Benefit Distribution: Substantive Standards

• 8 cr - Employee Benefit Plans II (incl. 3 credit hours of ethics)

Chapters include: Overview and Basic Concepts; Basic Plan Finance and Taxation; Economic Aspects of Plans; Traditional Frameworks for Plan Regulation; The Legislative Background to ERISA; Benefit Protection; Vesting; Benefit Protection; Participation, Accrual and Non-Interference; Benefit Distribution: Substantive Standards

• 4 cr - Employee Benefit Plans III

Chapters include: Procedure; Nondiscrimination: Coverage; Nondiscrimination: Contributions or Benefits; Additional Limitations on Contributions and Benefits; Cash or Deferred Arrangements; Funding and Contributions; Plan Termination

• 4 cr - WA LTC  Refresher 4 Hour Course

This is required by the State of Washington for producers renewing their long-term care insurance certification. This course is updated biannually or as required by the Office of the Insurance Commissioner.