Courses
Retirement Plan Services III
This course concludes a three-part series addressing the skills needed to administer retirement plans and employee benefits.
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- Available settings
- On-Campus, Austin, TX
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- Type
- Technical
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- School
- Retirement Plan Services
Participants should have successfully completed Retirement Plan Services I and Retirement Plan Services II before registering for Retirement Plan Services III.
After completion of this course, participants are prepared to take the CRPP® designation exam. Those seeking the CRPP® designation may have additional exam requirements.
Areas of Study:
- Fiduciary Responsibility Overview
- 404(C)
- Documents and Reporting
- Loans and ESOPs
- Regulatory Bodies and Regulations
- Asset Allocation
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