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​Life Cycle of a Group Retirement Plan

Online Life Cycle of a Group Retirement Plan Training

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Recommended Sequence (part 4 of 4): It is recommended that you take this course last, after taking The Retirement Landscape, Employer-Sponsored Retirement Plans, and Retirement Plan Sponsor Responsibilities.

Life Cycle of a Group Retirement Plan outlines the CAP provider’s role and responsibilities at all stages of a capital accumulation plan (CAP) life cycle—prospecting, quoting/proposing, selling, implementing, servicing and terminating a group retirement plan. The application of principles of ethical decision making throughout the life cycle of CAP is examined from the perspectives of all parties involved in the group retirement plan—plan sponsor, CAP provider, plan advisers and plan members.

  • Lesson 1: Prospecting a Group Retirement Plan
  • Lesson 2: Quoting/Proposing and Selling a Group Retirement Plan
  • Lesson 3: Implementing, Servicing and Terminating a Group Retirement Plan
  • Lesson 4: Ethical Decision Making

View full course outline [PDF].

Fundamentals in Retirement Plans logo

This course counts toward the Fundamentals in Retirement Plans​ certificate. Earn your certificate to understand what retirement income needs are and how retirement plans work to meet those needs.

One-Credit Course

Price: $90 Members
($140 Nonmembers)

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Why Choose E-Learning?


Navigate the course at a pace that fits your learning style.


Learn on your schedule—without the inconvenience of time away from the office.

Expert-Created Content

Take a deep-dive into a topic with content developed by industry leaders.


Save when you choose affordably-priced training with no additional travel costs.



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Team Training

Take advantage of special discounted pricing when you train your team with this e-learning course.

Continuing Education

This course may qualify for CEBS compliance or continuing education (CE) credit.


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