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.
Required courses:
- Overview of Retirement Plans
- Retirement Plan Investments and Vendor Management
Elective courses*:
- Defined Benefit Plans
- Defined Contribution Plans
- 401(k) Plans
*Take one to earn the certificate, but get access to all three.
No Course Extensions: This course is available for 180 days from the date of purchase. No course extensions will be granted and the course will need to be repurchased if it expires.
Learning Accommodations: Please call (888) 334-3327, Option 3 or email us at elearning@ifebp.org if you need any accommodations to aid your learning.
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Keywords: ELB3