​Retirement Plan Sponsor Responsibilities

Online Retirement Plan Sponsor Responsibilities Training

piggy bank with money and ledgers

Recommended Sequence (part 3 of 4): The first two courses in the curriculum are The Retirement Landscape and Employer-Sponsored Retirement Plans. It is recommended that you take this course before Life Cycle of a Group Retirement Plan.

Retirement Plan Sponsor Responsibilities outlines the intent and application of the Guidelines for Capital Accumulation Plans (CAP Guidelines) and the Governance Guideline issued by the Canadian Association of Pension Supervisory Authorities (CAPSA). It reviews the significance of CAP Guidelines and the CAPSA Governance Guideline for plan sponsors, plan members and service providers and highlights key differences between the two sets of Guidelines. Steps taken by the plan sponsor, advisors, plan administrators and other service providers when setting up, operating and terminating a CAP are reviewed.

  • Lesson 1: Implications of the Capital Accumulation Plan (CAP) Guidelines for CAP Stakeholders
  • Lesson 2: Setting Up a CAP
  • Lesson 3: Introducing a CAP to Plan Members
  • Lesson 4: Maintaining a CAP and Providing Ongoing Communication to Plan Members
  • Lesson 5: Terminating a CAP

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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Questions?

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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