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Retirement Plan Training

Searching For Retirement Plan Training?

Whatever your needs - whether it is to expand your practice by offering retirement planning, retirement plan administration, answer client questions related to retirement plan administration, to get updates to retirement plan rules or changes, or find 401k plan training, defined contribution training, or defined benefit plan training - we can help!

The Responsibilities Of A Plan Administrator

A retirement plan administrator is the person or company your employer selects to manage its retirement savings plan. The plan administrator is responsible for working with the plan provider to ensure that the plan meets government regulations, keeping the pension on sound financial footing, and ensuring employees have the information needed to enroll, select, and change investments in the plan, apply for a loan if the plan allows loans, and request distributions.Retirement Plan Training

The Basic Government Regulations For Retirement Plans

A "qualified" plan must satisfy the Internal Revenue Code in both form and operation. That means that the provisions in the plan document must satisfy the requirements of the Code and that those plan provisions must be followed. Common elements of a qualified retirement plan include:

  • Plan Document (describes who is covered, who benefits, and what contributions or benefits will be provided)
  • Minimum Participation, Vesting, and Distribution Requirements
  • Retirement Plan Reporting and Disclosure
Employers should establish practices and procedures to ensure the plan is not only operated in accordance with the plan document, but have a process for getting updated on the laws, regulations, limites, etc., as they frequently change.

Sources: https://www.irs.gov/retirement-plans | https://www.irs.gov/retirement-plans/a-guide-to-common-qualified-plan-requirements | https://www.irs.gov/retirement-plans/plan-sponsor/a-plan-sponsors-responsibilities

Featured Retirement Plan Training Courses

Listed below are our recommended retirement plan training courses. These courses are self-paced, online courses that can be taken from the convenience of your home or office.

401(k) Training & Certification Program

Our 401(k) Plan Training & Certification Program is loaded with information on plan design, administrative options, and compliance requirements to help you understand the many and complex 401(k) rules.


Defined Benefit Training & Certification Program

Our Defined Benefit Plan Training & Certification Program is loaded with information on plan design, administrative options, and compliance requirements for establishing and managing a Defined Benefits Plan.


Cash Balance Plans Training & Certification Program

This course's award-winning interface is certified for design excellence by the American Society for Training & Development (ASTD), and contains numerous tips, examples, and interactive content so that you are confident that you are learning, and in where your strengths and weaknesses lie.


Plan Loans Training & Certification Program

This course provides an overview of the rules that apply to participant loans under qualified plans (including 403(b) plans). It will help you understand these rules, and includes numerous tips, examples, and procedural recommendations that are interspersed with interactive Q and A sessions to help your learn quickly.


Spousal Rights & Consent Requirements Training & Certification Program

This course provides an overview of the spousal consent requirements as they apply to qualified plans (including 403(b) plans).


Required Minimum Distribution Training & Certification Program

This course provides an overview of the Required Minimum Distribution (RMD) rules under IRC section 401(a)(9), as they apply to defined benefit plans.

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