Fundamentals in Retirement Plans

Gain a broad understanding of everything you need to know about designing and administering a compliant retirement plan. Required and elective e-learning courses will outline the different plan structures available, legal and regulatory requirements, contribution and distribution rules, and the unique responsibilities of plan sponsors, fiduciaries, service providers and other decision makers.

Upon enrolling in the Fundamentals in Retirement Plans certificate, you will get access to five e-learning courses. To earn the certificate, you must complete two required courses and one elective course of your choice. You will retain access to the remaining two elective courses that you don’t choose to complete if/when you want.

Each course is available 24/7 for 180 days after purchase. Courses are self-paced, interactive and accessible from any type of device. Enjoy various course features to support your learning including real-life scenarios that help you to apply your knowledge, video clips, quick quiz questions and a complete glossary of important benefits terms.

Who Should Enroll

The Fundamentals in Retirement Plans certificate is best suited for:

• Individuals new to the employee benefits industry
• Experienced benefits professionals that are serving a new type of plan.

Following the successful completion of an online certificate in employee benefits fundamentals, students will be able to apply their knowledge in the field and gain valuable experience. Students will also be well-prepared to further apply their learning by attending face-to-face International Foundation programs and earning their Certified Employee Benefit Specialist (CEBS) designation.