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Certificate Series - Retirement Plan Basics

Wednesday, October 5 - Thursday, October 6, 2016
Sheraton Boston Hotel, Boston, MA
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Conference begins in:

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Take a single course in a specific area or take three courses to earn a Certificate of Achievement in the discipline of your choice. Find solutions for today’s challenges and prepare for tomorrow’s opportunities through an enriching learning experience that combines valuable materials, outstanding instruction and networking opportunities.

Topics

  • Overview of Social Security
  • Retirement plan philosophy
  • Defined contribution plans
  • Defined benefit plans
  • Hybrid plans
  • Legal/regulatory environment
  • Distribution options
  • Benefit design and financing issues
  • Case study

Session Schedule/Speakers/Handouts

Interaction with fellow professionals from public, corporate and multiemployer plans was extremely educational.

Bill Feyling Executive Director
Carpenters 46 northern CA Counties

​Benefits of Attending

  • Learn from industry experts and your peers.
  • Gain valuable written materials and resources.
  • Discuss the strategies that plans are implementing today and considering for tomorrow.
  • Connect with others who are dealing with similar issues.
  • Demonstrate your knowledge through interactive exercises and case studies.

Who Should Attend

  • Benefits professionals
  • Human resource generalists who deal with plan participants
  • Administrative and customer service staff
  • Representatives of insurance companies and third-party administrators
  • Professionals in all service areas, including consulting, law and financial service
  • Communication, marketing and sales professionals
  • Benefit plan trustees who need to understand the technical aspects of the plans they serve

​Instructors

Certificate Series instructors are skilled educators, researchers and lead authorities in their field.

Complete List of Instructors

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Continuing Education

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.
Visit www.cebscpe.org for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 8/29/2016 US $1,140.00 US $1,360.00
After 8/29/2016 US $1,390.00 US $1,610.00