​Overview of Retirement Plans

E-Learning Course

phone and laptop with data graphs

Plan sponsors have many options when designing a retirement plan. Learn about the history and objectives of retirement plans, income sources in retirement, the role of plan sponsors, different plan structures available and how to educate employees. This course will also review Internal Revenue Code (IRC) and ERISA requirements that retirement plans must meet to qualify for tax advantages.

Lessons include:

  • Growth of Retirement Plans
  • Retirement Plan Structures
  • Qualified Retirement Plans
  • Nonqualified Retirement Plans
  • Hybrid Plans
  • Employee Communication.

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 the principles of designing and administering a compliant retirement plan.

Certificate in ERISA Compliance logo

This course counts toward the Certificate in ERISA Compliance​. Earn your certificate to understand ERISA general requirements, the role of the fiduciary, how ERISA impacts various plans and more.

Three-Credit Course

Price: $180 Members
($270 Nonmembers)

Order Now

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.



Contact us at (888) 334-3327, 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.


In order to achieve a more secure and compliant experience, we no longer support Internet Explorer. Please use one of the browsers listed below:

  • Microsoft Edge
  • Google Chrome
  • Mozilla Firefox
  • Apple Safari

View our system requirements for more details.