IRA Professional School
Comprehensive course leading to the CISP (Certified IRA Services Professional) designation. Explore traditional and Roth IRAs, rollovers, special distributions, and employer-sponsored plans. Cover inheritance rules, investment issues, and prohibited transactions.
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 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.