Planning for Retirement Needs
The Burnham System
HS 326
PDF & MP3
Basic Study Material

The Burnham System is written and promptly revised by

Ray Burnham, CPCU, CLU, ARM, AIC, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, ALCM, AAI, AAI-M, APA, ARP, AIAF, AMIM, AAM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, PRC, REBC, RHU, ASF, LIA, CASL, ChFC, and PRC;

Jean O’Reilly, PhD, CPCU, ARM, AINS, AIS, API, AIC, SPPA, AIM, AIC-M. ARM-E, AU, AU-M, AAI, AAI-M, APA, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, AIAF, and PRC; and

Lisa Tobey, JD, CPCU, CLU, ARM, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, AAI, AAI-M, APA, AIAF, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, ACS, PRC, RWCS, RHU, REBC, CASL, AIC, EA, ChFC, and PRC.

Copyright © 2024 The Burnham System

HS 326 —
Digital & Audio Book

Planning for Retirement Needs Study Guide

The Burnham System is the gold standard for HS 326 study guide materials. Using our guide you will learn everything needed to pass the HS 326 Exam in the shortest time possible. Simply, you will learn more faster.

Included for FREE with your purchase of this Digital Study Guide:

  • HS 326 Audio Study Guide Narrations, in MP3 file format, expertly narrated by Lisa Tobey
  • Definitions of each assignment's key words and other new terms
  • A sample diagnostic exam with answers and answer explanations

Study guide last updated: June 30, 2021

Current Text Edition: 14th

Ray's estimate of course difficulty (1, easiest and 10, hardest): 8

Number of study guide pages: 93

Covered within this study guide:

  • Introduction to Pension and Retirement Planning
  • Legislation and Regulation of Retirement Plans
  • How to Choose the Best Tax-Advantaged Retirement Plan
  • Pension Plans, Profit-Sharing Plans, 401(k) Plans, Stock Bonus Plans, ESOPs, SEPs, SIMPLEs, and 403(b) Plans
  • Coverage, Eligibility, and Participation Rules
  • Designing Benefit Formulas and Employee Contributions
  • Plan Loans, Vesting, and Retirement-Age Provisions
  • Death and Disability Benefits---Top-Heavy Rules
  • Plan Funding and Plan Investing
  • Fiduciary Responsibility
  • Pension Plan Installation, Administration, and Termination
  • Nonqualified Deferred-Compensation Retirement Plans
  • Equity-Based Compensation Plans
  • Individual Retirement Plans
  • Social Security
  • Individual Retirement Planning and Retirement Needs Analysis
  • Additional Retirement Planning Issues
  • Retirement Plan Distributions

As a good study guideline, figure anything in those 93 pages might be on your exam and that there will be nothing on your exam that is not covered in those 93 pages.

The Burnham System is written and promptly revised by

Ray Burnham, CPCU, CLU, ARM, AIC, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, ALCM, AAI, AAI-M, APA, ARP, AIAF, AMIM, AAM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, PRC, REBC, RHU, ASF, LIA, CASL, ChFC, and PRC;

Jean O’Reilly, PhD, CPCU, ARM, AINS, AIS, API, AIC, SPPA, AIM, AIC-M. ARM-E, AU, AU-M, AAI, AAI-M, APA, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, AIAF, and PRC; and

Lisa Tobey, JD, CPCU, CLU, ARM, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, AAI, AAI-M, APA, AIAF, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, ACS, PRC, RWCS, RHU, REBC, CASL, AIC, EA, ChFC, and PRC.

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