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Cannon Financial Institute

Retirement Plan Services II

This course continues a three-part series addressing the skills needed to administer retirement plans and employee benefits.

This course concludes with a comprehensive exam.

Select a Session:

Price: $2,880.00
registration, tuition, breakfast and lunch *housing not included

Participants should have completed Retirement Plan Services I before registering for Retirement Plan Services II

Areas of Study Include: ERISA Fiduciary Rules, Consequences of Breach, OCC Examinator Procedures, Choosing Funds and Investment Design, Alternative Plan Designs, Permitted Disparity, Non-Qualified Plans, Commingled Trust Funds