Meet 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.
Average Time to Complete: 3 - 5 hours
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No Course Extensions: This course is available for 180 days from the date of purchase. No course extensions will be granted and the course must be repurchased if it expires.
Learning Accommodations: Please call (888) 334-3327, Option 3 or email firstname.lastname@example.org if you need any accommodations to aid your learning.
CEBS Continuing Professional Education (CPE) Credit
Continuing Education (CE) Credits/HRCI Recertification