Defined Contribution Plans

 

The eLearning course on Defined Contribution Plans, offered by the International Foundation of Employee Benefit Plans, provides a comprehensive overview of these flexible retirement savings options. Designed for plan sponsors and HR professionals, the course covers critical topics including contribution limits, types of plans (such as 401(k), ESOPs, and SIMPLE), tax deductions, and vesting requirements. It also explores investment risks and participant-directed plans. With a focus on understanding plan structures and managing distributions, this course equips participants to design and administer effective retirement solutions. It’s a valuable resource for professionals seeking in-depth knowledge of defined contribution plans.

Lessons include: 

  • Introduction to Defined Contribution Plans 
  • Types of Defined Contribution Plans 
  • Contributions to Defined Contribution Plans 
  • Vesting and Eligibility Rules 
  • Investment Options and Risk 
  • Plan Administration and Fiduciary Responsibilities 
  • Distributions and Withdrawals 
  • Regulatory and Compliance Requirements


View full course outline [PDF]..

This course counts toward the Fundamentals in Retirement Plans certificate. Earn your certificate to understand the principles of designing and administering a compliant retirement plan.

One-Credit Course

Price: $60 Members
($90 Nonmembers)

Why Choose E-Learning?


Self-Paced

Navigate the course at a pace that fits your learning style.


Convenient

Learn on your schedule—without the inconvenience of time away from the office.


Expert-Created Content

Take a deep-dive into a topic with content developed by industry leaders.


Cost-Effective

Save when you choose affordably-priced training with no additional travel costs.

Questions?

Contact us at (888) 334-3327, option 3 or [email protected].


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