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Flexible Content

RPA 2 - Directing Retirement Plans Part 2

A mature woman in a pink blouse sits at her desk by a window working on her laptop.

RPA 2

This course provides strategic insights into today’s most pressing challenges that accompany the sponsoring of defined contribution plans in a volatile, global world. From the outset, the course seeks to impart the fundamentals of investment management that should be mastered to effectively design, administer, and monitor an array of investment choices within a retirement plan. Benefits professionals will find the information on investment principles compelling both from an institutional perspective in their role overseeing plans and on a personal level as empowering, assuming their plan allows participant investment direction. In addition to its coverage of investment topics, the course also reviews research findings from behavioral finance and how these findings can be relevant in plan design and administration. Plan governance and how wealth can be enhanced through prudent retirement plan distribution planning are also topics covered by the course.

Course Details


RPA 2 - Directing Retirement Plans Part 2

Your purchase includes on-demand access to the digital study guide and practice exam. Once enrolled, you can purchase your exam using the link in the course.

 
 
Course Level
(Experienced)
Language(s)
English
Average Completion Time
14-15 Weeks
Topics
  • Retirement Plan Investing
  • Balancing Risk and Return
  • Investment Managers and Plan Intermediaries
  • Active and Passive Investment Strategies
  • Insights From Behavioral Finance
  • Target-Date and Life Cycle Funds
  • Hybrid Retirement Plan Approaches
  • Portfolio Management Issues
  • Plan Sponsor Administrative Responsibilities
  • Participant Services
  • Fiduciary Oversight and Plan Governance
  • Distribution Planning and Wealth Management