Public Retirement Plan Administration Series

Public Retirement Plan Administration Series

The InFRE® Public Retirement Administration Training Series below is tailored for the public sector audience. It covers the fundamentals of evaluating, creating, implementing and maintaining retirement programs that can best meet your specific employee population’s needs. This course material reflects the Pension Protection Act of 2006, as well as the final regulations that have been issued pertaining to 401(k) and 457(b) plans, model 403(b) regulations, and 409A nonqualified plan rules. It is designed to expand and test your knowledge of all types of retirement programs within the public sector that includes both federal tax law compliance issues and best practices within the industry.

The program includes the following four core courses:

1. Fundamentals of Plan Design: Covers history and legislative overview of retirement plans; explains features and requirements of all types of defined benefit and defined contribution retirement plans
2. Fundamentals of Investing: Addresses trustee-directed and participant-directed investments within retirement plans; explains portfolio management theories, investment policy statements, risk and return, as well as selection and monitoring criteria
3. Fundamentals of Operations: Details plan administration and the role of an administrator; contracting for services; administration of distributions and special events; implementing changes to plan design; evaluating and monitoring the retirement plan
4. Fundamentals of Compliance and Ethics: Provides an overview of government regulations; plan compliance in operation and form; IRS correction programs; role of independent professionals; ethics for administrators

In addition to the core curriculum, InFRE will provide continuing education opportunities for plan administrators on a periodic basis to supplement the core curriculum. These updates will address current legislative and regulatory issues as well as trends within the public sector retirement plan community. All training efforts will be provided via written materials as well as elearning, live online meeting, and live classroom workshops.
Grid | List (1 to 12 of 15) « Prev | Next »
BEST VALUE! Fundamentals of Public Retirement Plan Administration Webinars AND Print Book Series

BEST VALUE! Fundamentals of Public Retirement Plan Administration Webinars AND Print Book Series

BEST VALUE! Monthly, 90-minute sessions run from January, 2017 thru December, 2017. This is our professional development for those who need to know more about public sector plan administration for either defined contribution or defined benefit plans.
$750.00
Public Retirement Plan Administration Elearning AND Print Books Series

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.
$675.00
Public Retirement Plan Administration Elearning Part 1: Fundamentals of Plan Design

Public Retirement Plan Administration Elearning Part 1: Fundamentals of Plan Design

Three, 90-minute recorded webinars with 15 question CE exam to earn 1.5 CE credits per session.
$225.00
Public Retirement Plan Administration Elearning Part 2: Fundamentals of Investments

Public Retirement Plan Administration Elearning Part 2: Fundamentals of Investments

Three, 90-minute recorded webinars with 15 question CE exam to earn 1.5 CE credits per session.
$225.00
Public Retirement Plan Administration Elearning Part 3: Fundamentals of Operations

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.
$225.00
Public Retirement Plan Administration Elearning Part 4: Fundamentals of Compliance and Ethics

Public Retirement Plan Administration Elearning Part 4: Fundamentals of Compliance and Ethics

Three, 90-minute recorded webinars with 15 question CE exam to earn 1.5 CE credits per session.
$225.00
Public Retirement Plan Administration Webinar Part 1: Fundamentals of Plan Design - Beginning July, 2017

Public Retirement Plan Administration Webinar Part 1: Fundamentals of Plan Design - Beginning July, 2017

Third quarter, 2017 course; 90-minute rebroadcast webinars onTuesdays - 7/11/17, 8/8/17, and 9/12/17. Registration required to attend.
$250.00
Public Retirement Plan Administration Webinar Part 2: Fundamentals of Investments - Beginning October, 2017

Public Retirement Plan Administration Webinar Part 2: Fundamentals of Investments - Beginning October, 2017

Fourth quarter, 2017 course; 90-minute rebroadcast webinars on Wednesdays - 10/11, 11/15, and 12/13. Registration required to attend.
$250.00
Public Retirement Plan Administration Webinar Part 3: Fundamentals of Operations - Beginning January, 2017

Public Retirement Plan Administration Webinar Part 3: Fundamentals of Operations - Beginning January, 2017

First quarter, 2017 course; 90-minute rebroadcast webinars on Tuesdays - 1/10, 2/14, and 3/14. Registration required to attend.
$250.00
Public Retirement Plan Administration Webinar Part 4: Fundamentals of Compliance and Ethics - Beginning April, 2017

Public Retirement Plan Administration Webinar Part 4: Fundamentals of Compliance and Ethics - Beginning April, 2017

Second quarter, 2017 course. 90-minute rebroadcast webinars on Wednesday 04/12/17, 05/10/17, 06/14/17. Registration required to attend.
$250.00
Public Sector Bundle of Retirement Plan Administrator Series Guides

Public Sector Bundle of Retirement Plan Administrator Series Guides

Looking for training and education for you and your staff on the design and administration of public sector primary and supplemental retirement plans? Consider this Series. 7.5 CRC CE credits available for each of the 4 parts.
$550.00
Public Sector Retirement Plan Administrator Series Part 1: Fundamentals of Plan Design

Public Sector Retirement Plan Administrator Series Part 1: Fundamentals of Plan Design

7.5 CRC hrs CE
Part 1 of 4 covers the history and legislative overview of retirement plans and explains features and requirements of all types of defined benefit and defined contribution retirement plans.
$150.00
Grid | List (1 to 12 of 15) « Prev | Next »

Save

Save

Save

Save

Save

Save

Save

Save