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Live One-Day Training Course - CRC® #3 Fundamentals of Retirement Plan Design

If you need group professional development training or CRC® exam prep, consider this Certificate in Fundamentals of Retirement Plan Design course. This one day, application-oriented training course is perfect for home office and support staff.
Designed for: Public Sector Retirement Plans & Financial Services New Hire/Support Staff
Retail: $7,500.00

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Take a moment to take a peek at the contents of the course
Available in these media formats:   CRC® #3: Fundamentals of Retirement Plan Design - Print Book CRC® #3 Elearning Review CRC® 3 MP3 Review Fundamentals of Retirement Plan Design Live One-Day Training Course    
Why This Course?

Retirement plans have long been regarded as the foundation of retirement security for most American workers. Because these plans are critical components, retirement counselors need to have a better understanding of the plans and how clients and members can use them to plan for retirement security.

All retirement counselors need to be familiar with the variety of retirement plans available to their clients. The course includes a knowledge of how the plans work and their potential benefits. Whether an experienced financial professional or a newcomer to the field, a good working knowledge of qualified plans and their application is essential for retirement counselors. This course prepares retirement professionals to understand key plan types, concepts and features to help them guide and assist employees in making informed decisions about how to use different types of accounts based on their retirement situation.

Who Should Participate?

Trustees, call center reps and retirement counselors who need to understand the differences among plan types, how they integrate with each other, and how to educate plan participants about maximizing the plan types available to them to best meet their retirement goals.

What Course Participants Will Learn
  • Knowledge of the unique qualities of various personal and corporate retirement plans
  • Governmental regulations applicable to retirement plans
  • Identify and describe the types of defined contribution and defined benefits plans
  • Distinguish among retirement plans in the private and public sectors
  • Identify the types and forms of retirement distributions and their appropriate tax treatments
  • Knowledge of current Social Security and Medicare regulations and their relationship to retirement plans
Topics Include
  • Definition of qualified and nonqualified plans
  • Basic features of qualified and nonqualified plans
  • The difference between defined benefit and defined contribution plans
  • Advantages of each plan to employers and employees
  • The rules governing qualified plans, including:
    • Eligibility and contribution limitations
    • Payment options at retirement
    • The rules governing distributions, plans for individuals (IRAs) and the self-employed
  • Social Security and Medicare
Benefits to the Attendees
  • Develop a working knowledge of a variety of retirement plans and ways to maximize their effectiveness
  • Be aware of the opportunities and limits of different types of plans
  • Understand what needs to be considered when counseling members on maximizing their use of the employer plan and integrating it with other resource the member has accumulated.
Benefits to Your Organization
  • Provide specialized counseling that addresses the needs for those planning for retirement as well as the already-retired
  • Distinguish the organization as responsive to the complexity and need for retirement planning across the lifecycle
  • Establish a team of trained professionals ready to address immediate needs of pre- and post-retirement clients
Instructional Format

The course is available in a one-day interactive classroom delivery format. The first 20 participants receive a copy of the "CRC® 3: Fundamentals of Retirement Plan Design", a value of over a $100 per book. All participants receive access to a 75 question online exam to test their increase in knowledge and/or prepare for the CRC® exam.
You will receive:

One-day live training/professional development course delivered by a one of our experienced Certified Retirement Counselor® and/or Certified Financial Planner® professional instructors.

Includes related InFRE textbook and course materials for up to 20 participants; additional $75 per person material charge for more than 20 attendees.

Each participant will receive a certificate of completion suitable for framing. Slides can also be licensed if ongoing education is needed for new hires or you have more than 150 people to train.

The course can also be delivered in four, two-hour WebEx formats or in asynchronous elearning format. However, it is likely learners will experience less retention and ability to apply content.
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you find that you need to return this merchandise please see our refund policy.
SKU: 02InFREFundPlanDesCLASS11