Learn everything you need to know about designing and administering a compliant retirement plan. Required and elective 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.
- Overview of Retirement Plans
- Retirement Plan Investments and Vendor Management
- Defined Benefit Plans
- Defined Contribution Plans
- 401(k) Plans
*Take one to earn the certificate, but get access to all three.
Find Out More:
No Course Extensions: Courses are available for 180 days from the date of purchase. No course extensions will be granted and any course will need to be repurchased if it expires.
Learning Accommodations: Please call (888) 334-3327, Option 3 or email us at firstname.lastname@example.org if you need any accommodations to facilitate your learning.
CEBS Continuing Professional Education (CPE) Credit
Continuing Education (CE) Credits/HRCI Recertification