Course Information

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RPA2 (formerly Course 4)
Retirement Plan Management

This is a required course for the RPA and CEBS designations.

NOT OFFERED THIS SEMESTER

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This course examines approaches to enhancing retiree financial security.  The impact of various types of retirement planning structures and the importance of effectively managing retirement assets are discussed.  The course focuses on investment principles in accumulating retirement wealth and the essentials of fiduciary oversight and plan governance by plan sponsors. The course explores the appropriate use of individual retirement accounts (IRAs), Keoghs, defined benefit structures and other types of retirement savings plans.  Use of these retirement savings programs are examined both during the accumulation phase prior to retirement and during the distribution phase once retirement begins.  Requirements mandated by the Pension Protection Act of 2006 also are included in the course.    

Key Topics Covered:

• Retirement Plan Investment Management
• Individual Retirement Accounts
• Keogh and Small Employer Plans
• Executive Retirement Arrangements
• Employee Stock Compensation Plans
• Defined Benefit Plan Overview

• Cash Balance and Other Hybrid Retirement Plan Approaches

• Plan Sponsor Administration
• Communication, Investment Advice, and Other Participant Services
• Fiduciary Oversight and Plan Governance
• Wealth Management and Distribution Planning

© Copyright 2000 - Certified Employee Benefit Specialist Program
Last Updated:  Wednesday, June 19, 2002