achievementadvance-careeralert-bluealert-grayalert-redalert-whitealertarchery-boardarrow-downarrow-rightarrow-uparrows-clock-flatarrows-clockbeginblue-trophybriefcase-flatcalendar-clockcalendarcart-ceucart-iconcart-the-institutes-designationscart-the-institutesWhat You Walk Away Withceucheckchecklistcheckmarkchevron-down-graychevron-down-whitechevron-downchevron-left-thinchevron-leftchevron-right-thinchevron-rightchevron-upcircle-closeclipboard-clockclosecompleted-ribbon-flatcompleted-ribboncompletion-time-flatcompletion-timecourse-time-flatcustomerdesktopexpandfree-course-flatfree-courselevel-flatlevellight-bulb-flatlive-courselivemap-markernotificationonline-courseonline-learning-grayonline-learningpdfphoneplay-buttonpluspreorderpricingquote-close-darkquote-closequote-open-darkquote-openrocket-flatrocket-uprole-agents-brokersrole-claimsrole-customer-servicerole-data-scientistsrole-risk-managementrole-underwritingsearch-barsearchskills-flatskillsstarstopwatch-flatstopwatchtarget-flattimertool-tiptrophy-flattrusted-flattrustedvertical-certificatevirtual_certificate_flatvirtual-exam-grayweight-balance
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