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Retirement Services

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Pension Educator

Pension Educator® is a more advanced fourteen (14) course series designed for experienced associates moving into an administrative or consulting role. This series also includes a comprehensive case study and places a special emphasis on current law (EGTRRA and PPA). 

Pension Educator qualifies for up to fourteen (14) credit hours for The American Society of Pension Professionals & Actuaries (ASPPA) continuing education programs. Courses include:

• Introduction to Retirement Plans
• Qualification Requirements
• Defined Contribution Plans
• 401(k) Plans
• Introduction to ADP/ACP Testing
• Defined Benefit Plans
• The Plan Document
• Plan Design
• Compliance Testing
• Other Retirement Arrangements
• Funding and Deductibility
• Distributions
• Compliance Issues
• The Case Study: Deerwood Medical Group