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Retirement Plan Basics

Retirement Plan Basics—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.

View Course Outline

Topics covered in this course:

  • 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

Class times

  • Day One: 8:00 a.m.-5:00 p.m.
  • Day Two: 8:00 a.m.-3:00 p.m.

Take this course and work toward earning a Certificate of Achievement!

This course applies to:
Certificate in Retirement Plans
Certificate in Benefits and Compensation
Certificate in Public Sector Benefits Administration

Retirement Plans | Benefits and Compensation | Public Sector Benefits Administration

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for more information.

Course Offerings and Pricing

Spring

Monday, March 04-Tuesday, March 05, 2024

Scottsdale, AZ

Pricing

Before January 23, 2024

US$1,375.00

Member

US$1,595.00

Non-member

After January 23, 2024

US$1,675.00

Member

US$1,895.00

Non-member

8:00 AM - 10:30 AM

Retirement Plan Basics - Day 1A

10:30 AM - 5:00 PM

Retirement Plan Basics - Day 1B

Fall

Wednesday, September 18-Thursday, September 19, 2024

Nashville, TN

Pricing

Before August 06, 2024

US$1,375.00

Member

US$1,595.00

Non-member

After August 06, 2024

US$1,675.00

Member

US$1,895.00

Non-member

8:00 AM - 10:30 AM

Retirement Plan Basics - Day 1A

10:30 AM - 5:00 PM

Retirement Plan Basics - Day 1B

8:00 AM - 3:00 PM

Retirement Plan Basics - Day 2

Interaction with fellow professionals from public, corporate and multiemployer plans was extremely educational.

Bill Feyling
Executive Director
Carpenters 46 Northern CA Counties