Cannon Financial Institute

Retirement Planning Services III

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

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. 

Topics

  • 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

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