Includes Updates For The SECURE Act And 2024 Rule Changes

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

More than just a read-along format typical in printed books, the course includes numerous examples, "Administrative Tips", and "Procedural Recommendations", as well as scenario-based, multiple choice interactive quizzes (with answer rationale provided) that test your ability to apply the correct procedures and processes learned during training that are key to Defined Benefit Plan administration. And when you have completed the course, you can test to earn a "Certified Defined Benefit Plan Administrator" designation.What You'll Learn:By taking this course, you will learn:

• What documentation is required to implement and operate a Defined Benefit plan
• Which employees can be specifically included or excluded from plan participation
• How to properly handle loans, distributions, vesting, and taxation
• How to properly administer plan forfeitures
• To understand and comply with non-discrimination rules and/or perform non-discrimination tests
• What fiduciary responsibilities your organization has
• To comply with annual reporting requirements

About The Defined Benefit Training &Certification Program

This course is sold as an annual subscription with four components: the training course itself; access to all training materials as a resource for one full year; free updates whenever the laws change, and; a Certified Administrator designation. Access to resource materials, free updates, and a new Certificate are available for subsequent years for a low renewal fee of $99 per year.View Applicable Discounts