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
BEST VALUE: This complete 12-part, monthly live webinar series with elearning recordings cover the four course topics outlined below. Each course consists of three quarterly standalone live webinar sessions. Your program begins with the first live webinar session you attend and will end 12 months later. You will continue to have access to elearning recordings after your live webinar sessions end.
Or if you’re most interested in just one or two of the quarterly courses, click on the following to find out more about what each course covers.
Beginning October, 2016 - Part 2. Fundamentals of Investments. Three, monthly, 1.5 hour rebroadcast webinars on Wednesdays - 10/12, 11/9, and 12/14. 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.
Beginning January, 2017 - Part 3. Fundamentals of Plan Operations. Three, monthly, 1.5 hour rebroadcast webinars on Tuesdays - 1/10/17, 2/14/17, and 3/12/17. 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.
Beginning April, 2017 - Part 4. Fundamentals of Compliance and Ethics. Three, monthly, 1.5 hour rebroadcast webinars on Wednesday 4/12/17, 5/10/17, and 6/14/17. 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.
Beginning July, 2017 - Part 1: Fundamentals of Retirement Plan Design. Three, monthly, 1.5 hour rebroadcast webinars on Tuesdays - 7/11/17, 8/8/17, and 9/12/17. 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