RET 201

Methods: Apply/synthesize the methods and models used to value pension benefits for various purposes. Actuarial Assumptions: Analyze/synthesize the factors that go into selection of actuarial assumptions used in pension valuations. Accounting Standards: Perform valuations and prepare disclosure information for retirement income plans under applicable accounting standards. Investment Risk Management: Recognize and appropriately reflect the role…

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RET 101

Benefit Plan Structure, Features and Investments: Analyze different types of designs for retirement plans and retirement plan investments. Participant Risks: Analyze the risks faced by retirees and the participants of retirement plans. Sponsor Risks: Analyze the risks faced by sponsors of retirement plans. Benefit Plan Design Recommendation: Evaluate sponsors’ goals for the retirement plan, evaluate…

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