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Course

Retirement Plans: Design Considerations and Administration (B2)

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Learn Foundational Knowledge about Retirement Plan Design and Administration

In a competitive talent marketplace, the design and value of your retirement plan can be can powerful tool essential key to attract and retain employees.  But navigating this complex landscape is challenging.  Those guiding the decision-making must be well-informed about the myriad plan types and design options and, also, stay abreast of retirement plan laws to remain compliant. This program explores the attributes, application and compliance aspects of the most prevalent employer-sponsored plan options including 401(k) plans, 403(b) plans, 457 plans, Roth 401(k) plans, SIMPLE plans, and more.  After completing the seven modules and activities, you’ll be prepared to knowledgably assess the various retirement plan options to confidently assess the effectiveness of your current program and guide your organization to make the best choices for its employees and the business.

Course objectives:

  • Interpret how to align retirement plan objectives with organizational strategies.
  • Highlight retirement income needs, sources of probable income, and factors that may affect income.
  • Describe employer-sponsored plans.
  • Explain common plan design considerations of defined contribution plans.
  • Outline the importance of nondiscrimination testing, types of tests, and how they relate to defined contribution plans.
  • Explain fiduciary responsibilities, financial education and general investment guidelines.
  • Outline the key components of retirement plan administration.
  • Outline the key aspects of implementing changes in retirement plans.
  • This course contains U.S. specific content and provides a thorough overview of retirement plans. It is an ideal course for those who need foundational knowledge in retirement plan design and administration


Course Outline

MODULE 1
Introduction to Retirement Plans

  • Aligning Retirement Plans with Organizational Strategies
  • Objectives of Employer-Sponsored Retirement Plans
  • Retirement Income Needs and Sources
  • Employer-Sponsored Retirement Plans
  • Qualified vs. Nonqualified Plans
  • Qualified Plans
  • Retirement Savings Landscape
  • Module Quiz


MODULE 2
Employer-Sponsored Plans

  • Evolution of Employer-Sponsored Retirement Plans
  • Characteristics of Defined Contribution (DC) Plans
  • Types of DC plans
  • Module Quiz


MODULE 3
Plan Design Consideration

  • Plan Design Considerations
  • Retirement Plan Regulations
  • Compensation
  • Design Components of DC Plans
  • Contributions
  • Vesting
  • Distributions
  • Qualified Domestic Relations Order (QDRO)
  • Loans
  • Comparison of the Characteristics of Various Elective Contributions
  • Module Quiz


MODULE 4
Nondiscrimination Tests

  • Nondiscrimination Rules - Terminology
  • Nondiscrimination Rules – General Provisions
  • Nondiscrimination Testing
  • Module Quiz


MODULE 5
Fiduciary Responsibilities, Plan Investment and Financing

  • Stakeholder Responsibilities
  • Fiduciary Issues
  • Financial Education vs. Financial Advice
  • ERISA Section 404(c) Regulations
  • Role of Retirement Plan Committee
  • Module Quiz


MODULE 6
Plan Administration

  • Plan Administration
  • Record Keeping and Reporting
  • Selecting and Managing Service Partners/Providers
  • Communicating and Educating
  • Processing
  • Summary Plan Document
  • Assessing Needs of the Workforce
  • Assessing Plan Competitiveness
  • Auditing
  • Employee Plans Compliance Resolution System (EPCRS)
  • Module Quiz


MODULE 7
Implementing Changes in Retirement Plans

  • Advising Management of Retirement Plan Trends
  • Obtaining Management Approval
  • Retirement Plan Merger Options
  • Considerations for Integrating Plans
  • Integration of Assets and Contributions
  • Protected Benefits
  • Unprotected Benefits
  • More Considerations for Integrating Plans
  • Module Quiz



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There are no classes scheduled at this time.

Please consider a different learning method or contact our Customer Experience Team to learn about other classes and schedules.

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

Monday-Friday: 6:00 a.m. - 4:30 p.m. MST

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

Course Credits & Certifications

RECERTIFICATION
Course: 2.0 credits
Exam: 0.5 credits
CEUs
Course: 1.5 credits
Exam: 0.3 credits
HRCI RECERTIFICATION
16.0 classroom hours
SHRM RECERTIFICATION
16 classroom hours
This exam is required for the following certifications:

Who Should Register

This course contains U.S specific content designed specifically for human resources professionals seeking an overview of defined contribution retirement plans and those preparing to assume responsibility for the detailed administration and management of these plans. 

 

How to Register

Register Online (above)

Call 877-951-9191 (United States and Canada) or +1480-951-9191 (other countries) for Customer Experience Team.

Email customerexperience@worldatwork.org.

Fax Registration Form to 866-816-2962 (United States and Canada) or +1 480-483-8352 (other countries).