Retirement Plan Administrator Training

Fortify your understanding of how to properly administer your public sector retirement plan

Let’s face it: those who work with public sector retirement plans now face increased personal responsibility and scrutiny for the administration of their plans. How can you cost-effectively access professional development that will grow the knowledge and skills you need for yourself, your staff and your boards?

Introducing the RETIREMENT PLAN ADMINISTRATION TRAINING SERIES specifically for public sector retirement plans by the International Foundation for Retirement Education (InFRE).

Our RETIREMENT PLAN ADMINISTRATION TRAINING is designed to provide the fundamental knowledge needed for successful plan administration by public sector entities who provide retirement  plans for their employees. The series was first created in 1999 by InFRE and NAGDCA’s plan sponsor practitioner leadership, and is regularly reviewed for new legislation, trends, practices, etc.

 RPA Book Bundle

Each course is a standalone module; invest in one or all!

Course 1:  Fundamentals of Retirement Plan Design

Course 2:  Fundamentals of Investing (can be substituted for Fundamentals of Investments)

Course 3:  Fundamentals of Plan Operations

Course 4:  Fundamentals of Ethics and Compliance

 Content includes the following, and more!

    • Background and history of retirement benefits; role of retirement plans in compensation
    • The fundamentals of investments and investing
    • The fiduciary responsibilities of the administrator and investment managers
    • Key legislation impacting retirement benefits
    • Recordkeeping requirements of plan sponsors
    • The administration of plan distributions
    • The role of independent professionals in plan operation
    • Ethics for retirement administrators
    • General reporting issues
    • Defined contribution and hybrid plans as well as plans specific to the public sector, such as
    • Specific rules regarding qualified defined benefit plans and interaction with supplemental plans
    • Investment policy statements in defined benefit and defined contribution plans
    • Investment issues specific to the various types of employer-sponsored retirement plans including both qualified and nonqualified plans
    • The outsourcing process including
    • Governmental regulation and the specific compliance requirements regarding plan form and operation that pertain to public sector plans
    • Fiduciary roles and responsibilities to participants and beneficiaries
    • Available IRS Corrective Programs
    • Section 457(b), 403(b) and 401(a) plans
    • Nonqualified deferred compensation programs rules and benefits
    • Key considerations in designing and implementing an employer-sponsored retirement plan
    • RFP and contract development
    • Selection and management of vendors
    • The ethics of outsourcing

Five Ways to Learn

#1  FOUR-COURSE, PRINT SELF-STUDY SERIES INCLUDES: 

RPA Book Bundle

  • Complete four-volume set of the “Retirement Plan Administrator Series,” covering the fundamentals of plan design, investments, operations, and compliance and ethics
  • Includes a 75-question online knowledge assessment per course and a certificate of completion suitable for framing per course
  • Complete four-volume set $550
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#2  ELEARNING SELF-STUDY SERIES INCLUDES

RPAbookseries_elearning_webinarseries

  • 12, 90-minute previously recorded courses
  • Complete four-volume set of the “Retirement Plan Administrator Series,” (a $550 value), covering the fundamentals of plan design, investments, operations, and compliance and ethics
  • Audio versions of each course are available for download
  • Certificate of completion suitable for framing is awarded upon successful completion of 12, fifteen-question online exams
  • Complete 12 month online series $675
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#3  LIVE WEBINAR SERIES INCLUDES

Public Retirement Plan Administration Live Webinar Series

  • 18 hours of live content delivered over 12, 90-minute sessions
  • Complete four-volume set of the “Retirement Plan Administrator Series” by InFRE, a $550 value
  • Opportunities to ask questions of instructor during each session
  • Availability of the elearning (pre-recorded) and downloadable audio of each live course in case you miss a live session or need to re-listen to as needed
  • Certificate of completion suitable for framing is awarded upon successful completion of the series
  • Any one course (4.5 hours of content; includes on print book – a $150 value): plus shipping
  • BEST VALUE:  Full 12 month series $750 (18 hours of content, PLUS all four print books – a $550 value)
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#4  LIVE ONE-DAY PRE-CONFERENCE SESSIONS INCLUDE

  • A full-day covering one of the four courses in the Retirement Plan Administrator Series
  • The print version of the course covered to refer to when needed and display on your professional bookshelf
  • Opportunities to ask questions of instructor
  • A certificate of completion suitable for framing
  • One full-day live pre-conference course – $299

#5  LIVE ONE OR TWO DAY WORKSHOPS

  •  Best value for training 10 or more people such as boards of trustees, etc.
  • Includes a full-day of interactive content covering one of the four courses in the Retirement Plan Administrator Series
  • Each attendee receives the print version of the course to refer to when needed and display on your professional bookshelf
  • Opportunities to ask questions of instructor
  • A certificate of completion suitable for framing per course completed
  • Access to a 75-question online exam to assess knowledge
  • Quoted on an as-needed basis. Call 847-756-7342 for more information