Public Retirement Plan Administration Elearning AND Print Books Series


Twelve, 90-minute recorded webinars; each requires a 15 question CE exam to earn 18 CE credits.

Price: $675.00

Continuing Education Credits Available:
Approved for 18 CRC CE credits (1.5 per monthly session)for the year. Each session requires a 15 question CE exam to earn 18 CE credits. Reporting to InFRE for CRC CE credits is free. Please include your CRC ID number at checkout.

Includes:
  • 12, 90-minute previously recorded courses (18 hours of content)

  • Complete four-volume set of the Retirement Plan Administrator Series, (a $550 value), covering the fundamentals of plan design, investments, operations, and compliance and ethics

  • Audio versions of each course are available for download

  • Certificate of Completion suitable for framing is awarded upon successful completion of 12, fifteen-question online exams
 
Course Description:
Fortify your understanding of how to properly administer your public sector retirement plan.

Lets face it: those who work with public sector retirement plans now face increased personal responsibility and scrutiny for the administration of their plans. How can you cost-effectively access professional development that will fortify your expertise, grow the knowledge and skills you need for yourself, your staff and your boards?

Introducing the FUNDAMENTALS OF RETIREMENT PLAN ADMINISTRATION TRAINING SERIES specifically for public sector retirement plans created for and with the help of the National Association of Government Defined Contribution Administrators (NAGDCA) practitioner leadership by the non-profit International Foundation for Retirement Education (InFRE). It is designed to provide the fundamental knowledge needed for successful plan administration by public sector entities and is regularly reviewed for new legislation, and best practices.

Who can benefit from this education series? Public sector retirement professionals who serve as:

  • County officials

  • Plan sponsors and trustees

  • Chief financial officers

  • Human resource and payroll specialists

  • Plan administrators and support staff

  • Accountants and other financial professionals who serve the public sector retirement market

This complete 12-part recorded version of the live webinar covers the following four core topics.
Part 1: Fundamentals of Retirement Plan Design Covers the history and legislative overview of retirement plans; and explain the features and requirements of all types of defined benefit and defined contribution retirement plans

Part 2: Fundamentals of Investments Explores the basic concepts and terminology needed to help plan administration staff understand the investments available in public sector defined contribution and defined benefit plans.

Part 3: Fundamentals of Plan Operations Defines plan administration and the role of an administrator; important concepts to know when contracting for services; administration of distributions and special events; implementing changes to plan design; and evaluating and monitoring the retirement plan.

Part 4: Fundamentals of Compliance and Ethics Provides an overview of government regulations and reporting requirements; plan compliance in operation and form; IRS correction programs; role of independent professionals; ethics for administrators.
Testimonials about the course:
The combination of reading materials and webinars really helped me to internalize complicated information.

I liked learning about which investments are more suitable for retirement savings

Better understanding of terms and investment options.

Great information and reminder of processes that should be followed.

I enjoyed the course and thought it provided me with a great basis of understanding of the industry.

The information is helpful in understanding my responsibilities as a plan administrator.

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