This module will cover the many forms of defined contribution plans and the unique set of rules that apply to each. Emphasis is placed on the advantages and disadvantages of each plan type for both employers and employees.

Author: Kristen MacKenzie, MBA, CFP®, CRPC®

Kristen MacKenzie, MBA, CFP®, CRPC® is an associate professor at the College for Financial Planning. Kristen has over 20 years of experience in the financial services industry, both as an active financial planner and as a provider of financial education. She graduated from the University of Connecticut with a degree in economics and later received her MBA at the University of Colorado. You can contact Kristen at kristen.mackenzie@cffp.edu.

Complexity Level: Intermediate