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CEBS Designation

The CEBS designation is a credential that is recognized for the depth and relevance of critical knowledge achieved. It draws from the GBA and RPA curriculum to build a total benefits perspective and is achieved by successfully completing all five required courses.

US Curriculum

Retirement Plan Basics

Jul 25, 2025, 03:00
The rules around administering retirement plans are in constant fluctuation. With regular changes in regulatory guidance, it's extremely important to have a solid handle on the basics. Understanding fiduciary duties and responsibilities regarding retireme
Title : Retirement Plan Basics
Course Code : RETIRE
Subtitle :
ExternalPK : RETIRE
Bypass URL :
Button URL : https://www.ifebp.org/education/certificateprograms/certificateseries/Pages/retirement-plan-basics.aspx
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Country : US
Required To Earn :
Designation : GBA
Topic : Retirement
Sort Order :
The rules around administering retirement plans are in constant fluctuation. With regular changes in regulatory guidance, it's extremely important to have a solid handle on the basics. Understanding fiduciary duties and responsibilities regarding retirement plans put those who administer retirement plans in the best positions to minimize risks and maximize plan value for participants. This course explores the entire landscape of defined benefit and defined contribution retirement plans, with a special emphasis on today's emerging challenges. Join your peers and industry experts to network and learn from each other while gaining insights to take back to your organization and apply to your plans.
  • Introduction to retirement plans
  • Overview and social security
  • Qualified retirement plans
  • Defined benefit plans
  • Defined contribution plans
  • Comparing and contrasting plans
  • Hybrid plans
  • The future of retirement
  • Overview of plan types
  • IRS code requirements
  • ERISA requirements
  • Fiduciary duties
  • Correcting retirement plan errors
  • Non-qualified deferred compensation plans
  • Case study
Categories :
Open book icon

Canadian Curriculum

Retirement Plan Basics

Jul 25, 2025, 03:00
The rules around administering retirement plans are in constant fluctuation. With regular changes in regulatory guidance, it's extremely important to have a solid handle on the basics. Understanding fiduciary duties and responsibilities regarding retireme
Title : Retirement Plan Basics
Course Code : RETIRE
Subtitle :
ExternalPK : RETIRE
Bypass URL :
Button URL : https://www.ifebp.org/education/certificateprograms/certificateseries/Pages/retirement-plan-basics.aspx
Button Label :
Accordion 1 Label :
Accordion 2 Label :
Accordion 3 Label :
Price for Content Box One :
Price for Content Box Two :
Price for Content Box Three :
Price for Content Box Four :
Price for Content Box Five :
Country : US
Required To Earn :
Designation : GBA
Topic : Retirement
Sort Order :
The rules around administering retirement plans are in constant fluctuation. With regular changes in regulatory guidance, it's extremely important to have a solid handle on the basics. Understanding fiduciary duties and responsibilities regarding retirement plans put those who administer retirement plans in the best positions to minimize risks and maximize plan value for participants. This course explores the entire landscape of defined benefit and defined contribution retirement plans, with a special emphasis on today's emerging challenges. Join your peers and industry experts to network and learn from each other while gaining insights to take back to your organization and apply to your plans.
  • Introduction to retirement plans
  • Overview and social security
  • Qualified retirement plans
  • Defined benefit plans
  • Defined contribution plans
  • Comparing and contrasting plans
  • Hybrid plans
  • The future of retirement
  • Overview of plan types
  • IRS code requirements
  • ERISA requirements
  • Fiduciary duties
  • Correcting retirement plan errors
  • Non-qualified deferred compensation plans
  • Case study
Categories :
Open book icon

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