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2018 WorldatWork: Retirement Plans-Design Considerations & Administration (B2)
Forefront Waltham Conference Center
404 Wyman Street
Waltham, MA 02451
Thursday, June 07, 2018, 8:30 AM to Friday, June 08, 2018, 5:00 PM EST
Category: WorldatWork


Retirement Plans - Design Considerations and Administration (B2)

Dates and Times:
Thursday, June 7: 8:30 am - 5:00 pm 
Friday, June 8: 8:30 am - 5:00 pm
Registration/Breakfast (8:00 am - 8:30 am); Lunch daily

Course Only: $1,255 NEEBC Member; $1,390 WorldatWork Member; $2,085 Non-Member
Course & Certification Exam: $1,350 NEEBC Member; $1,495 WorldatWork Member; $2,200 Non-Member

Register Now or call 1-877-951-9191

Drill Down into Retirement Principles

With retirement plan offerings, today’s HR professionals have the burden of minimizing their organization’s risks while ensuring employees are benefiting from and contributing to their plan. This course provides an introduction to retirement plans and focuses on the design and administration of defined contribution plans from a strategic perspective. Fiduciary responsibilities and plan investment and financing are discussed along with plan auditing and evaluation.

Examine the alignment of retirement plan objectives with organizational strategy.
Discuss defined contribution plan types.

  • Learn key aspects of 401K plans.
  • Review fiduciary requirements for retirement plans and understand general investment and financing guidelines.
  • Discuss auditing retirement plans to evaluate the effectiveness, financial performance and plan delivery.
  • Learn considerations for integrating retirement plans in the case of a merger or acquisition.

For more information about the course and what you will learn, read the WorldatWork course description.

Who Should Register

This course contains U.S specific content designed specifically for human resources professionals seeking an overview of defined contribution retirement plans and those preparing to assume responsibility for the detailed administration and management of these plans.

Course Credits:

CBP: Required
Recertification: 2 course, .5 Exam
CEUs: 1.5 Course, .3 Exam
PHR/SPHR/GPHR recertification hours: 16 (classroom)

Contact: [email protected]