Retirement Planning Services I - Fundamentals
Retirement Planning I is an introductory course in The Retirement Planning Services Curriculum, designed for professionals looking to advance their careers in fiduciary administration, client services, and employee benefits.
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Pre-work starts March 2. Class will be held from 12:30pm to 3:00pm ET on the following dates:
Exam must be completed by May 11
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This curriculum prepares professionals for the Certified Retirement Services Professional (CRSP™) designation.
Curriculum builds in complexity from one class to the next. This course is also offered exclusively through our virtual online campus known as LiveOnline.
- General Rules for Qualification
- Defined Benefit and Cash Balance Plans
- Money Purchase Plans, Cross Tested/Age Weighted Plans, Profit Sharing Plans
- 401(k) Plans
- ESOP/Stock Bonus Plans
- IRA Plan Types
- Qualified Plans: Distributions and Loans