Retirement Planning Services IV
This course concludes a four-part series addressing the skills needed to administer retirement plans and employee benefits.
View FAQ and more information.
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. Students planning to take the CRSP™ exam on Saturday must register and pay 30 days prior to the exam date with the American Bankers Association (ABA). To apply go to https://www.aba.com/Training/Certifications/Pages/CRSP.aspx.
An investment of $2,585 includes registration, tuition, breakfasts, and lunches.
*Please Note* Room is not included in this purchase. The Registrar will send you information on available hotels.
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This curriculum addresses the responsibilities involved with fiduciary administration and client services of retirement plans and employee benefits. Courses are designed to build in complexity and content from one to the next.
We recommend those new to the industry begin with Retirement Planning Services I - Fundamentals. Students should have successfully completed Retirement Planning Services II and Retirement Planning Services III before registering for Retirement Planning Services IV. Those seeking the CRSP™ designation may have additional exam application requirements.
This course concludes with a comprehensive exam.
- Fiduciary Responsibility Overview
- Documents and Reporting
- Loans, ESOPs
- Regulatory Bodies and Regulations
- Asset Allocation