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October 17-20, 2021
November 21-24, 2021
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ERISALearn about the structure of the Employee Retirement Income Security Act of 1974 (ERISA), how the law is enforced, and plan requirements under ERISA, including reporting, disclosure, minimum coverage, vesting and others. This course also examines fiduciary requirements, funding of plans and the types of plans covered under ERISA.
Fiduciary Responsibility For ERISA Plans ERISA introduced the concept of fiduciary responsibility for those overseeing and dealing with private employee benefit plans. This course identifies benefit plan fiduciaries, their roles and their duties, and how breach of fiduciary duty can lead to personal fines and lawsuits. This course is designed to help fiduciaries understand and carry out their responsibilities faithfully.
Take one elective course to earn the certificate, but get access to all three and complete the remaining two courses if/when you want.
Introduction to Group Health PlansGroup health benefits play a key role in attracting and retaining your employees. Having trained staff who can effectively answer group health plan questions is essential. This course identifies the different plan funding options, outlines the evolution of managed care, reviews cost-containment strategies for group health plans and addresses how plans must comply with federal and state laws.
Overview of Retirement PlansPlan sponsors have many options when designing a retirement plan. This course reviews the different plan structures available and all of the Internal Revenue Code (IRC) and ERISA requirements that retirement plans must meet to qualify for tax advantages.
Retirement Plan Investments and Vendor ManagementMeet all the key players involved in designing, administering and growing a retirement plan. Review the unique responsibilities of plan sponsors, trustees, fiduciaries, retirement plan committees, investment consultants and managers, actuaries, recordkeepers and third-party administrators (TPAs), and learn how to manage relationships with each of these groups.
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