Public Sector Retirement Plan Administrator Series Part 4: Fundamentals of Compliance and Ethics



7.5 hrs CRC CE
Part 4 of 4 provides an overview of government regulations, plan compliance in operation and form, and ethics for plan administrators.

Price: $150.00

Continuing Education Credits Available:
Approved for 7.5 CRC® CE credits. After passing the quiz, reporting to InFRE for CRC® CE credit is free.
 
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Preview the course contents here.

 
Course Description:
This course is designed for individuals who have a responsibility for a public sector retirement plan either a defined benefit pension, generally considered a primary retirement plan for state and local government employees, or a defined contribution plan, most often considered a supplemental plan. These include Section 457(b), 403(b) and 401(k) plans.

This course provides a basic understanding of what is required to ensure the retirement plan is in compliance with federal tax laws and the ethics that should be adhered to necessary for all parties responsible for the program and, in particular, those who have a fiduciary role, such as plan administrators, board or committee members and other fiduciaries.

You will be introduced to governmental regulation and the specific compliance requirements regarding plan form and operation that pertain to public sector plans, fiduciary roles and responsibilities to participants and beneficiaries, available IRS Corrective Programs, general reporting issues, the role of independent professionals in plan operation, and ethics for retirement administrators.

The course includes an online 75 question exam - perfect for managing the knowledge of a group of employees or trustees to meet fiduciary and administrative responsibilities.

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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