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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.

U.S. Curriculum

RPA 1

Dec 11, 2023, 22:24

Title : RPA 1

Course Code : CECD74

Subtitle : Managing Retirement Plans Part 1

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Price for Content Box One : C$680

Price for Content Box Two : C$340

Price for Content Box Three : C$280

Price for Content Box Four : C$295

Price for Content Box Five : C$780

Country : Canada

Required To Earn : RPA, CEBS

Designation : RPA

Topic : General Benefits

Members Only : No

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Sort Order : 4

(Updated January 2022)

Retirement plans can be designed, funded and administered by plan sponsors in any number of ways. The overall plan management function (e.g., who makes key decisions, legislative requirements that apply, who is accountable for results) varies depending on the type of vehicle used to provide pensions—registered or nonregistered, defined benefit or defined contribution, or a hybrid. Regardless of the type of retirement plan, some common principles and processes apply. RPA 1 examines what is entailed in retirement plan management decisions and factors that impact design, funding and administration options available to plan sponsors and governance requirements. Text-based reading is supported with regulatory guidance and industry-based practice guidelines.

Topics Covered:

Designing Registered Pension Plans
Designing Non-Pension Registered Retirement Plans
Leveraging the Tax Regime in Plan Design
Complying with Pension Standards Legislation
Establishing Effective Governance
Administering Retirement Arrangements
Optimizing Plan Funding and Financial Reporting
Managing Retirement Plan Assets
Addressing Special Provisions—Multi-Employer Pension Plans
Managing Special Situations—Plan Terminations, Surplus in Ongoing Plans and Business Reorganizations
Other Employer-Sponsored Plans
Capstone Case: Managing Retirement Plans in Accordance with Organizational Goals

Required - Exam

Successful completion of comprehensive exam

* Price includes two attempts.

Essential - Study Guide

RPA 1 Study Guide, 2nd Edition, including online access to the modules and practice exam

* Readings Updates

Essential - Textbook

Morneau Shepell Handbook of Canadian Pension and Benefit Plans, 17th Edition

Supplementary

Online Study Group With Instructor Support
12-week sessions offered in spring, summer and fall

Success Package - Save 20%

Save 20% when you purchase the Online Study Group and RPA 1 exam.

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Canadian Curriculum