Retirement Plan Services I, II, III, IV is a course of study designed to address the most current legislative and technical issues faced by retirement plan services fiduciaries, administrators, and other industry professionals. Courses build upon each other in depth and scope beginning with Retirement Plan Services II. Retirement Plan Services I is designed as an introductory course for those professionals new to the industry or with less than three years job experience (please consult with a schools specialist for proper placement). While successful completion of all sequential sessions prepares graduates for the Certified Retirement Plan Services Professional™ (CRSP™) exam, this is not an exam preparation course. Students study the areas of fiduciary regulation and expectation, types and choices of plans for employers, investment decision making, as well as qualified verses non-qualified plans.

 

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