​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 plan 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 a CAP is examined from the perspectives of all parties involved in the group retirement plan—plan sponsor, CAP provider, plan advisors 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. Learn more.

One-Credit Course

Price: $85 Members
($130 Nonmembers)

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Contact us at (888) 334-3327, option 3 or elearning@ifebp.org.

Contact us at (833) 886-3749, option 3 or elearning@ifebp.org.

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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