Life Cycle of a Group Retirement Plan
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].
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: $95 Members
($145 Nonmembers)
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