Managing Retirement Plans Part 2
This course is required to earn the following designations: RPA, CEBS (Updated January 2022)
Investment of plan assets is a critical component of retirement plan management. Decision making is contextdriven;
investment performance objectives are set to reflect a plan’s unique funding requirements. With the plan’s
performance objectives as a guide, and with awareness of which classes of assets can best facilitate their attainment,
investments and investment managers can be selected. Once selected, they can be monitored and evaluated. Investment
theory presented is transferable to management of assets in any type of plan. Investment environment, financial
markets and instruments, risk and return, asset allocation, performance measurement, and portfolio management
techniques are addressed. Examination of investment specific legislation and regulations, roles and responsibilities
of key stakeholders, management of issues in each step of the investment cycle, reporting and communication practices,
and industry tools and guidelines that support sound plan investment management bring a practical application.
Text-based reading is supported with regulatory guidance and industry-based practice guidelines.