Courses
Retirement Plan Services I
This course begins a three-part series addressing the skills needed to administer retirement plans and employee benefits.
This course concludes with a comprehensive exam.
-
- Available settings
- On-Campus, Scottsdale, AZ
-
- School
- Retirement Plan Services
Areas of Study Include: IRAs, General Retirement Plan Qualification Rules, Defined Benefits, 401(k) Plans, ADP/ACP Testing, Allocation Workshop, Investment Management
Related Courses
Retirement Plan Services Fundamentals
Explore ERISA basics, retirement plan types, and qualification rules. Cover 401(k), ESOP, SEP, and IRA plans. Learn about distributions, loans, and key regulations. Ideal for those new to retirement plan services.
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.