Courses
Retirement Plan Services Fundamentals
Participants can expect this course to cover the broadest aspects of the industry.
This course concludes with a comprehensive exam.
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- Available settings
- Online, 8 Weeks
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- School
- Retirement Plan Services
This course provides an introduction to professionals new to the Retirement Planning Services field. This course is not mandatory.
Areas of Study Include: General Rules for Qualification, Defined Benefit and Cash Balance Plans, Money Purchase Plans, Cross-Tested/Age-Weighted Plans, Profit-Sharing Plans, 401(k) Plans, ESOP/Stock Bonus Plans, IRA Plan Types, and Qualified Plans: Distributions and Loans
Related Courses
Retirement Plan Services I
Discover qualified plan design, ERISA requirements, and fiduciary responsibilities. Study profit sharing and 401(k) plans. Valuable for retirement professionals and those pursuing the CRPP® designation
Retirement Plan Services II
Examine IRAs, 403(b), and 457 plans. Study complex qualification rules, vesting, and top-heavy regulations. Explore defined benefit structures. Beneficial for advanced professionals and CRPP® candidates. Prerequisite: RPS I.
Retirement Plan Services III
Master advanced topics including SECURE Act, distribution rules, and Modern Portfolio Theory. Develop lifetime income strategies and complex plan management skills. Essential for senior professionals and CRPP certification. Prerequisites: RPS I and II.