The role of professionals in the design, administration and communication of employer-provided retirement benefits has never been more challenging and important. At the same time, employer budgets are tightening and it is more difficult to find funding for training programs.
The InFRE® Retirement Administrator Training Series below is tailored for the public sector audience. It will help you create, implement and maintain retirement programs that can best meet your specific employee population’s needs. This course material reflects the Pension Protection Act of 2006, as well as the final regulations that have been issued pertaining to 401(k) and 457(b) plans, model 403(b) regulations, and 409A nonqualified plan rules. It is designed to expand and test your knowledge of all types of retirement programs within the private and public sector that includes both federal tax law compliance issues and best practices within the industry.
This series includes the following four core courses:
- Part 1: Fundamentals of Retirement Plan Design: Covering history and legislative overview of retirement plans; explaining features and requirements of all types of defined benefit and defined contribution retirement plans
- Part 2. Fundamentals of Investing: Discussing trustee-directed and participant-directed investments within retirement plans; explaining portfolio management theories, investment policy statements, risk and return, as well as selection and monitoring criteria
- Part 3. Fundamentals of Plan Operations: Detailing plan administration and the role of an administrator; contracting for services; administration of distributions and special events; implementing changes to plan design; evaluating and monitoring the retirement plan
- Part 4. Fundamentals of Compliance and Ethics: Providing an overview of government regulations and reporting requirements; plan compliance in operation and form; IRS correction programs; role of independent professionals; ethics for administrators
Join our mailing list (see gold menu bar at top of page) to receive notification of new courses and other resources to help keep your plan administrators, trustees and support staff up to date. In addition to the core curriculum, InFRE will provide continuing education opportunities for plan administrators on a periodic basis to supplement the core curriculum. These updates will address current legislative and regulatory issues as well as trends within the public sector retirement plan community. All training efforts will be provided via written materials as well as elearning, live online meeting, and live classroom workshops.
