Gain a broad understanding of everything you need to know about designing and administering a compliant retirement plan. Required and elective e-learning courses will outline the different plan structures available, legal and regulatory requirements, contribution and distribution rules, and the unique responsibilities of plan sponsors, fiduciaries, service providers and other decision makers.
After successfully earning your Fundamentals in Retirement Plans certificate you will be able to:
The Fundamentals in Retirement Plans certificate is best suited for:
Following the successful completion of an online certificate in employee benefits fundamentals, students will be able to apply their knowledge in the field and gain valuable experience. Students will also be well-prepared to further apply their learning by attending face-to-face
International Foundation programs and earning their
Certified Employee Benefit Specialist (CEBS) designation.
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