Retirement Plans

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Retirement Plan Training for Employers

Train your team on retirement essentials, from defined benefit plans to defined contribution plans. As compliance mandates are announced, courses are updated and added to the curriculum, so you and your staff can stay current.

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  Investment Basics
Need an introduction to general investment terms and concepts? This covers the broad concepts and topics that affect all investments. It is the ideal introductory course for those new to investment terminology including professionals new to the field of employee benefit plans, new multiemployer and public sector trustees, insurance producers, newly hired administrative support staff or anyone needing a topical refresher.
$50 (I.F. Members $40)
 
  Overview of Retirement Plans
The structure and regulations surrounding retirement plans can be overwhelming and confusing. The course is designed to provide a solid overview of retirement plans and covers the differences between defined benefit and defined contribution plans and the role of plan sponsors.
$100 (I.F. Members $80)
 
  Defined Contribution Plans
This course provides you with a concentrated overview of defined contribution (DC) plans. You’ll learn the different types of DC plans, rules on employer and employee contributions, the principles of managing risk in participant-directed investments and the keys of recordkeeping and trust services.
$50 (I.F. Members $40)
 
  Defined Benefit Plans
This course provides an in-depth look at defined benefit (DB) plans. It explores the different types of DB plans, pay and service-related defined benefit formulas, investment issues of defined benefit plans and the features of defined benefit plans—distribution, reporting and disclosure.
$50 (I.F. Members $40)

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Which Course Is Right For Me?

E-Learning options are available for every level of your career, whether you're a generalist or your work focuses on specific areas within benefits.

This chart will help you decide where to start.