Retirement Planning Services III
This course continues 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. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. Students can choose to take an online exam and depart Friday after class ends. Online course exams must be completed by the following Tuesday.
An investment of $2,585 includes registration, tuition, and meals (Housing not included. Please call 706.353.3346 for details.).
Select a Session:
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 completed Retirement Planning Services II before registering for Retirement Planning Services III. Those seeking the CRSP™ designation are encouraged to continue through Retirement Planning Services IV.
This course concludes with a comprehensive exam.
- 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