Elearning Seminars

Elearning Seminars
Fortify your understanding of how to properly administer your public sector retirement plan.

Let’s 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.
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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
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