Retirement Planning Services II
This course continues a four-part series addressing the skills needed to administer retirement plans and employee benefits.
View FAQ and more information.
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. Students can choose to take an online exam and depart Friday after class ends. Online course exams must be completed by the following Tuesday.
An investment of $3,025 includes registration, tuition, room, and meals.
Select a Session:
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. Those seeking the CRSP™ designation are encouraged to continue through Retirement Planning Services III and Retirement Planning Services IV.
This course concludes with a comprehensive exam.
- General Retirement Plan Qualification Rules
- Defined Benefits
- 401(k) Plans
- ADP/ACP Testing
- Allocation Workshop
- Investment Management