Public Sector Retirement Plan Administrator Series Part 3: Fundamentals of Operations



7.5 hrs CRC CE
Part 3 of 4 details plan administration and the role of an administrator, administration of distributions and special events, and evaluating and monitoring retirement plans.

Price: $150.00

Continuing Education Credits Available:
Approved for 7.5 CRC® CE credits. After passing exam, reporting to InFRE for CRC® CE credit is free.
 
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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.

You will examine subjects such as the outsourcing process (including RFP and contract development, selection and management of vendors, and the ethics of outsourcing); recordkeeping requirements; costs to administer a plan; the technology of plan administration; and the administration of plan distributions.

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 includes important tools for monitoring and evaluating the retirement plan and contractors that are providing outsourced services.

Specifications:
Hardcopies of series guides are provided in a perfect bound format for storage and reference. Individual courses may be purchased for $150/course. When purchasing the complete series at once you will receive a $50 discount.

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