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Public Retirement Plan Administration Course 3 - Fundamentals of Plan Operations Live Training Course

This course details plan administration and the role of an administrator, of distributions and special events, and evaluating and monitoring retirement plans.
Continuing education credit and quantity discounts available:   This course qualifies for CRC® credit to be awarded based on the number of hours of training either as a stand-alone session or as one of the series of four Retirement Plan Administration courses. Quantity discounts are available. Call 847-686-0440, ext. 102 for a quote.
Retail: $7,500.00
Available in these media formats:          

You may purchase RPA Part #3 at a savings as part of the Plan Administrator Series Bundle.
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"Thanks to your Retirement Plan Administrator courses... I got the job. They were invaluable. Just updated my LinkedIn profile.”

   ·Craig Downing, Executive Director at New Hampshire Deferred Compensation Commission
The administrative and operational responsibilities of a retirement plan can be extremely difficult and challenging for the retirement professional. In this course you will receive a thorough explanation of the specific compliance issues relating to plan administration and operations and best practice models to help you efficiently manage and oversee a successful retirement plan.

The Public Retirement Plan Administration Fundamentals of Plan Operations Live Training Course also examines the administrator’s responsibilities, including dealing with governing and advisory boards, fiduciary responsibilities, communication responsibilities, and dealing with other professionals such as actuaries, accountants and attorneys.

Changes to plan design (terminations, mergers, conversions, etc.) are examined, as well as special events such as early retirement windows, special elections, etc. Roth 401(k) designs are also explored as well as the new rules pertaining to nonqualified deferred compensation plans under Section 409A. The course also includes important tools for monitoring and evaluating the retirement plan and contractors that are providing outsourced services.

You will examine subjects such as:
  • the outsourcing process including
    • RFP and contract development
    • selection and management of vendors
    • and the ethics of outsourcing
  • recordkeeping requirements
  • costs to administer a plan
  • the technology of plan administration
  • and the administration of plan distributions.

The course includes an online 75 question exam - perfect for managing the knowledge of a group of employees or trustees to meet fiduciary and admnistrative responsibilities.
You will receive: One-day live professional development course. Includes related InFRE textbook and course materials for up to 20 participants; additional $75 per person material charge for more than 20 attendees.
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: 02InFREPublicPlanOperCLASS11

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