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.
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Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins at 8:00 AM Monday through Friday. Class ends at 5:00 PM Monday through Thursday. Class will end at 12:00 PM on Friday.
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