​Retirement Plan Sponsor Responsibilities

Online Retirement Plan Sponsor Responsibilities Training

piggy bank with money and ledgers

Recommended Sequence (part 3 of 4): The first two courses in the curriculum are The Retirement Landscape and Employer-Sponsored Retirement Plans. It is recommended that you take this course before Life Cycle of a Group Retirement Plan.

Retirement Plan Sponsor Responsibilities outlines the intent and application of the Capital Accumulation Plan (CAP) Guidelines and the Canadian Association of Pension Supervisory Authorities (CAPSA) Guidelines. It reviews the significance of CAP Guidelines and CAPSA Guidelines for plan sponsors, plan members and insurers and highlights key differences between the two sets of Guidelines. Steps taken by the plan sponsor, advisers and service providers when setting up, operating and terminating a CAP are reviewed.

  • Lesson 1: Implications of the Capital Accumulation Plan (CAP) Guidelines for CAP Stakeholders
  • Lesson 2: Setting Up a CAP
  • Lesson 3: Introducing a CAP to Plan Members
  • Lesson 4: Maintaining a CAP and Providing Ongoing Communication to Plan Members
  • Lesson 5: Terminating a CAP

View full course outline [PDF].

Price: $75 Members
($115 Nonmembers)

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Why Choose E-Learning?

Self-Paced

Navigate the course at a pace that fits your learning style.

Convenient

Learn on your schedule—without the inconvenience of time away from the office.

Expert-Created Content

Take a deep-dive into a topic with content developed by industry leaders.

Cost-Effective

Save when you choose affordably-priced training with no additional travel costs.

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Questions?

Contact us at (888) 334-3327, option 3 or elearning@ifebp.org.

Team Training

Take advantage of special discounted pricing when you train your team with this e-learning course.

Continuing Education

This course may qualify for Continuing Education (CE) Credit and CEBS CPE.