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Flexible Content

Retirement Plan Investments and Vendor Management

Course Details


Retirement Plan Investments and Vendor Management (IFEBP)

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.

Course Level
(Experienced)
Language(s)
English
Average Completion Time
2-4 Hours
Topics
  • Retirement Plan Decision Making
  • Plan Investments
  • Types of Vendor
  • Managing Vendor Relationships