​Retirement Plan Investments and Vendor Management

Online Retirement Plan Investments and Vendor Management Training

data charts and graphs, calculators, money

​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
  • Plan Investments
  • Types of Vendors
  • Managing Vendor Relationships

View full course outline [PDF].

Price: $200 Members
($300 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.