Continuing Education Courses for Plan Administrators

Continuing Education Courses for Plan Administrators
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.

We offer a wide selection of continuing education courses to further the knowledge and fortify the expertise of plan administrators.
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401 (k) Plans PDF Download Course

401 (k) Plans PDF Download Course

3 hrs CRC® & CFP ® CE
This course provides a thorough overview of 401(k) plans and their features.
$50.00
Advice in Today's Plan World PDF Download Course

Advice in Today's Plan World PDF Download Course

4 hrs CRC® & CFP® CE
This course is designed to help plan sponsors make an informed decision about providing retirement planning and/or investment advice to retirement plan participants.
$65.00
A New Model for Retirement Education and Counseling Elearning

A New Model for Retirement Education and Counseling Elearning

*1.5 hours of CRC® CE*
Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
$29.00
A New Model for Retirement Education and Counseling MP3 Audio

A New Model for Retirement Education and Counseling MP3 Audio

*1.5 hours of CRC® CE*
Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
$12.95
A New Model for Retirement Education and Counseling MP3 & Handout

A New Model for Retirement Education and Counseling MP3 & Handout

*1.5 hours of CRC® CE*
Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
$18.95
Bundle of CRC® Study Guides

Bundle of CRC® Study Guides

The InFRE four-part print study guide bundle helps CRC® candidates prepare for the CRC examinations. Buy all four guides at once, a perfect addition to your professional library, and receive a quantity discount while also saving money on shipping!
$450.00
Communicating Change PDF Download Course

Communicating Change PDF Download Course

*2 hours of CRC® CE*
Everyone who designs, delivers, or has ultimate responsibility for communications campaigns will benefit from this course.
$35.00
Defined Benefit Plans PDF Download Course

Defined Benefit Plans PDF Download Course

3 hrs CRC® & CFP® CE

This course provides an in-depth view of defined benefit plans.

$50.00
Designing Effective Communication PDF Download Course

Designing Effective Communication PDF Download Course

*2 hours of CRC® CE*

What are the tools you need to analyze the employee population for effective program design?

$35.00
Government Plans PDF Download Course

Government Plans PDF Download Course

4 hrs CRC® & CFP® CE

This course presents the design features of the retirement plans available to the government employer.

$65.00
Individual Retirement Accounts PDF Download Course

Individual Retirement Accounts PDF Download Course

2 hrs of CRC® & CFP® CE

This course presents the fundamentals of Individual Retirement Accounts.

$35.00
InFRE Ethics I Elearning

InFRE Ethics I Elearning

*2 hours of CRC® CE*
This course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.
$29.00
InFRE Ethics I MP3 Audio

InFRE Ethics I MP3 Audio

*2 hours of CRC® CE*

This course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.

$12.95
InFRE Ethics I MP3 & Handout

InFRE Ethics I MP3 & Handout

*2 hours of CRC® CE*

This course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.

$18.95
Outsourcing Education Development Elearning

Outsourcing Education Development Elearning

*2 hours of CRC® CE*
More state services are being outsourced due to budget constraints, creating a challenge or pension systems to dedicate resources to researching, designing and piloting new courses.
$29.00
Outsourcing Retirement Plan Services PDF Download Course

Outsourcing Retirement Plan Services PDF Download Course

*3 hours of CRC® CE*
This course presents a practical 19-step guide that systematically takes the reader through the entire outsourcing process, including RFP development.
$50.00
Public Sector CRC® #3: Fundamentals of Retirement Plan Design

Public Sector CRC® #3: Fundamentals of Retirement Plan Design

Guide your employees and members in coordinating different types of retirement benefits and plan with the concepts learned in InFRE's CRC Course #3.
$100.00
Public Sector Retirement Plan Administrator Series Part 1: Fundamentals of Plan Design

Public Sector Retirement Plan Administrator Series Part 1: Fundamentals of Plan Design

15 CRC® & 7.5 CFP® hrs CE
Part 1 of 4 covers the history and legislative overview of retirement plans and explains features and requirements of all types of defined benefit and defined contribution retirement plans.
$150.00
Public Sector Retirement Plan Administrator Series Part 2: Fundamentals of Investing

Public Sector Retirement Plan Administrator Series Part 2: Fundamentals of Investing

15 CRC® & 7.5 CFP® hrs CE
Part 2 of 4 discusses trustee-directed and participant-directed investments within retirement plans and explains portfolio management theories, investment policy statements, risk and return.
$150.00
Public Sector Retirement Plan Administrator Series Part 3: Fundamentals of Operations

Public Sector Retirement Plan Administrator Series Part 3: Fundamentals of Operations

15 CRC® & 7.5 CFP® hrs CE
Part 3 of 4 details plan administration and the role of an administrator, administration of distributions and special events, and evaluating and monitoring retirement plans.
$150.00
Public Sector Retirement Plan Administrator Series Part 4: Fundamentals of Compliance and Ethics

Public Sector Retirement Plan Administrator Series Part 4: Fundamentals of Compliance and Ethics

15 CRC® & 7.5 CFP® hrs CE
The fourth course in the retirement plan administrator series provides an overview of government regulations and ethics for plan administrators.
$150.00
Retirement Plan Administrator Compliance and Ethics Live Training Course

Retirement Plan Administrator Compliance and Ethics Live Training Course

Retirement Plan Administrator Part 4 - Compliance and Ethics Live Training Course
$7,500.00
Retirement Plan Administrator Live Review Slide Library

Retirement Plan Administrator Live Review Slide Library

This slide library contains over 500 slides....perfect for training new hires, new trustees and board members of 457, 401(a), 403(b) or public sector defined benefit plans.
$15,000.00
Retirement Plan Administrator Plan Design Live Training Course

Retirement Plan Administrator Plan Design Live Training Course

Retirement Plan Administrator Plan Design Live Training Course
$7,500.00
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