Course
Retirement Plans - Design Considerations & Administration
Learn to design and manage cost-effective employer-sponsored retirement plans that align with your organization’s strategies.

In today’s competitive talent market, offering attractive retirement plans can tip the balance when recruiting and retaining great employees. Create a significant impact for your organization by learning to effectively navigate the complex world of retirement planning.

This course explores the attributes, application and compliance aspects of the most prevalent U.S. employer-sponsored plan options, including 401(k), 403(b), 457, Roth 401(k), SIMPLE and more. The course’s content and activities will prepare you to knowledgably assess the various retirement plan options, evaluate the effectiveness of your current program, and guide you in making the best choices for your organization and its employees.

What You Will Learn 

  • Learn to align retirement plan objectives with organizational strategies.
  • Gain an overview of retirement income needs, sources of probable income, and factors that may affect income.
  • Learn about employer-sponsored plans and common design considerations for defined contribution plans.
  • Understand the importance of nondiscrimination testing, the types of tests used, and how the tests relate to defined contribution plans.
  • Learn about fiduciary responsibilities and general investment guidelines.
  • Hear about the key components of retirement plan administration and the key aspects of implementing retirement plan changes.

Who Will Benefit from This Course? 

This course is ideal for U.S. HR professionals who seek foundational knowledge in retirement plan design and administration.

Course Credits

WorldatWork Certification: 

WorldatWork Recertification: 

  • Course — 2 credits
  • Exam — 0.5 credits

CEUs: 

  • Course — 1.6 credits
  • Exam — 0.9 credits

    HRCI Recertification: 

    • Course — 16 classroom hours 

    SHRM Recertification: 

    • Course — 16 classroom hours


    Based in India? Contact india@worldatwork.org for India-special course pricing.


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    Exercises are included throughout each section of the course for hands-on practice.
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    Please consider a different learning method or contact our Customer Experience Team to learn about other classes and schedules. Click here to check our global course schedule for availability. Click here to check our global course schedule for availability.

    Phone
    877-951-9191 (United States and Canada)
    +1 480-951-9191 (other countries)

    Monday-Friday: 8:00 a.m. - 7:00 p.m. EST

    Email
    Email our Customer Experience Team: customerexperience@worldatwork.org