Outsourcing Retirement Plan Services Print Course


3.5 hours of CRC CE
This course presents a practical 19-step guide that systematically takes the reader through the entire outsourcing process, including RFP development.

Retail: $60.00


Continuing Education Credits Available:
Approved for 3.5 hours CRC CE credits. Cost of course includes free reporting to InFRE of CRC CE credit after passing CE exam.

Course Description:
Most employer-sponsored plans outsource some aspect of retirement plan administration. This course discusses the issues administrators should consider when entering an outsourcing arrangement, from the beginning stage of making the decision to outsource all the way to the stage of monitoring a vendor performance. The course presents a practical 19-step guide that systematically takes the reader through the entire outsourcing process, including RFP development. A distinctive feature of this course is discussion of how government plans and corporate plans can differ in outsourcing policies and procedures.

Specifications:
Printed course in professional folder for storage


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