Retirement Plan Investments and Vendor Management
Meet all the key players involved in
designing, administering and growing a retirement plan. Review the
unique responsibilities of plan sponsors, trustees, fiduciaries,
retirement plan committees, investment consultants and managers,
actuaries, recordkeepers and third-party administrators (TPAs), and
learn how to manage relationships with each of these groups.
Lessons include:
- Retirement Plan Decision Making
- Fiduciary Responsibility for Plan Investments
- Plan Investment Options
- Types of Vendors
- Managing Vendor Relationships.
View full course outline [PDF].
This course counts toward the
Fundamentals in Retirement Plans certificate. Earn your certificate to understand the principles of designing and administering a compliant retirement plan.
Four-Credit Course
Price: $240 Members
($360 Nonmembers)
Why Choose E-Learning?
Self-Paced
Navigate the course at a pace that fits your learning style.
Convenient
Learn on your schedule—without the inconvenience of time away from the office.
Expert-Created Content
Take a deep-dive into a topic with content developed by industry leaders.
Cost-Effective
Save when you choose affordably-priced training with no additional travel costs.
Questions?
Contact us at (888) 334-3327, option 3 or [email protected].
Team Training
Navigate the course at a pace that fits your learning style.