Retirement Plan Investments and Vendor Management
Meet all the key players involved in
designing, administering and growing a retirement plan. Review the
unique responsibilities of plan sponsors, trustees, fiduciaries,
retirement plan committees, investment consultants and managers,
actuaries, recordkeepers and third-party administrators (TPAs), and
learn how to manage relationships with each of these groups.
Lessons include:
- Retirement Plan Decision Making
- Fiduciary Responsibility for Plan Investments
- Plan Investment Options
- Types of Vendors
- Managing Vendor Relationships.
View full course outline [PDF].
This course counts toward the
Fundamentals in Retirement Plans certificate. Earn your certificate to understand the principles of designing and administering a compliant retirement plan.
This course counts toward the
Certificate in ERISA Compliance.
Earn your certificate to understand ERISA general requirements, the
role of the fiduciary, how ERISA impacts various plans and more.Four-Credit Course
Price: $240 Members
($360 Nonmembers)
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.
Questions?
Contact us at (888) 334-3327, option 3 or [email protected].
Team Training
Navigate the course at a pace that fits your learning style.