RET 101

  • Benefit Plan Structure, Features and Investments: The candidate will understand how to analyze different types of retirement plans and retirement plan investments.
  • Participant Risks: The candidate will understand how to analyze the risks faced by retirees and the participants of retirement plans.
  • Sponsor Risks: The candidate will understand how to analyze the risks faced by sponsors of retirement plans.
  • Benefit Plan Design Recommendation: The candidate will understand how to evaluate sponsors’ goals for the retirement plan, evaluate alternative plan types and features, and recommend a plan design appropriate to address those goals.