Certificate Series - Retirement Plan Basics



Certificate Series - Retirement Plan Basics

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In the spirit of protecting the health and safety of our educational program attendees, speakers and supporting staff, the Certificate Series scheduled this June in Chicago, Illinois is cancelled.  Please join us in Orlando this September.

Take a single course in a specific area or take three courses to earn a Certificate of Achievement in the discipline of your choice. Find solutions for today’s challenges and prepare for tomorrow’s opportunities through an enriching learning experience that combines valuable materials, outstanding instruction and networking opportunities.​

Retirement Plan Basics Course Topics​

  • Overview of Social Security
  • Retirement plan philosophy
  • Defined contribution plans
  • Defined benefit plans
  • Hybrid plans​​​

 

  • ​​Legal/regulato​ry environment
  • Distr​​ibution options
  • Benefit design and financing issues
  • Case study​

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

Bill Feyling Executive Director
Carpenters 46 northern CA Counties

​Benefits of Attending

  • Learn from industry experts and your peers.
  • Gain valuable written materials and resources.
  • Discuss the strategies that plans are implementing today and considering for tomorrow.
  • Connect with others who are dealing with similar issues.
  • Demonstrate your knowledge through interactive exercises and case studies.

Who Should Attend

  • New or seasoned benefits professionals
  • Human resource professionals
  • Administrative and customer service staff
  • Representatives of insurance companies and third-party administrators
  • Professionals in all service areas, including consulting, legal and financial services
  • Communication, marketing and sales professionals
  • Benefit plan trustees who need to understand the technical aspects of the plans they serve
  • Corporate and single employer benefit plans
  • Multiemployer benefit plans
  • Public sector/government benefit plans

Speakers

  • Jay K. Egelberg, ASA, EA, FCA, MAAA Consulting Actuary First Actuarial Consulting, Inc. (FACT)
  • Steven E. Grieb, J.D., CEBS, ISCEBS-Fellow, CEBS Compliant Senior Compliance Counsel Gallagher
  • Thomas R. Margenau Social Security Consultant

​Instructors

Certificate Series instructors are skilled educators, researchers and lead authorities in their field.

Complete List of Instructors

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Continuing Education

Educational sessions at this program can qualify for CEBS continuing professional education (CPE) credit.
Visit www.cebscpe.org for more information.


COVID-19 Preparations

The International Foundation is closely monitoring local, state and federal agencies regarding the latest safety precautions. We are also working closely with the event property to implement the current safety guidelines. As the event draws closer, watch for safety guidelines that will be in place.

Register With Confidence

We can't wait to see you. Our mission is to create the best learning environment for you, and that includes ensuring a safe learning environment following the latest health guidelines. If, as the event draws near, we determine that we are unable to meet in person, we will let you know of alternative educational options.
All conferences have a no-penalty transfer policy to any 2021 or 2022 program. Hotel cancellation policies apply. See www.ifebp.org/policies.


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