Public Retirement Plan Administration Elearning Part 3: Fundamentals of Operations


Three, 90-minute recorded webinars with 15 question CE exam to earn 1.5 CE credits per session.

Retail: $225.00

Continuing Education Credits Available:
Approved for 4.5 CRC® CE credits (1.5 per monthly session). 15 question exam required for each session. Reporting to InFRE for CRC® CE credits is free. Please include your CRC ID number at checkout.

Includes:
  • 3, 90-minute previously recorded courses (4.5 hours of content)

  • • Print version of “Fundamentals of Operations”, Part 3 of the Retirement Plan Administrator Series by InFRE, a $150 value

  • 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:
The administrative and operational responsibilities of a retirement plan can be extremely difficult and challenging for the retirement professional. In this course you will receive a thorough explanation of the specific compliance issues relating to plan administration and operations and best practice models to help you efficiently manage and oversee a successful retirement plan.

The course also examines the administrator’s responsibilities, including dealing with governing and advisory boards, fiduciary responsibilities, communication responsibilities, and dealing with other professionals such as actuaries, accountants and attorneys.

Changes to plan design (terminations, mergers, conversions, etc.) are examined, as well as special events such as early retirement windows, special elections, etc. Roth 401(k) designs are also explored as well as the new rules pertaining to nonqualified deferred compensation plans under Section 409A. The course also includes important tools for monitoring and evaluating the retirement plan and contractors that are providing outsourced services.

Topics covered in this course include:
  • Plan Administration

  • The Role and Responsibility of a Plan Administrator

  • Contracting Service Providers

  • Administration of Distributions

  • Plan Amendments, Special Events, Post Retirement, and Designated Roth Accounts

  • Nonqualified Deferred Compensation Plans

  • Plan Monitoring and Evaluation

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