The InFRE® Retirement Administrator 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.