Retirement Plans -

Design Considerations and Administration

Learn Foundational Knowledge about Retirement Plan Design and Administration

Retirement plan design and administration are challenging tasks for the human resources professional, who must balance organizational objectives with the financial resources needed to ensure that employees are benefiting from and contributing to their retirement plans. This course provides you with an introduction to strategic retirement plan design and administration with emphasis on defined contribution plans.

In this course, you will learn about:

• Aligning retirement plan objectives with organizational strategy.
• Defined contribution plan types.
• Key aspects of 401k plans.
• Fiduciary requirements for retirement plans.
• General plan investment and financing guidelines.
• Auditing retirement plans for effectiveness, financial performance and plan delivery.
• Integrating retirement plans when mergers or acquisitions occur.

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.