hr training center
Cash Balance Plan Training

The Cash Balance Plan Training & Certification Program

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Cash Balance plan implementation, communication, and administration are some of the hardest and most complex tasks undertaken by organizations.The Cash Balance Plan Training & Certification Program

Our Cash Balance Plan Training & Certification Program is loaded with information on plan design, administrative options, and compliance requirements - all written in non-legal terms and supported with numerous tips, examples, and interactive questions - that help you to understand the many and complex Cash Balance plan rules. There is also a special "Bookmark" feature so you can learn at your own pace.

You can test to earn a "Certified Cash Balance Plan Administrator" designation upon completion of the Program. This Program also qualifies for four hours of SHRM and HRCI re-certification credits!

By taking this course, you will learn:

  • What documentation is required to implement and operate a Cash Balance plan
  • Which employees can be specifically included or excluded from plan participation
  • How to properly handle loans, distributions, vesting, and taxation
  • How to properly administer plan forfeitures
  • To understand and comply with non-discrimination rules and/or perform non-discrimination tests
  • What fidiciary responsibilities your organization has
  • To comply with annual reporting requirements>
Certifications / CE Credits / Awards
Certified Cash Balance Plans Administrator
Certified Cash Balance Plans Administrator"
HRCI Re-Certification CreditsSHRM Re-Certification Credits
Earn 4 Hours Of Both SHRM And HRCI Re-Certification Credits!
Recipient Of The ASTD Excellence In Design Award
Recipient Of The ASTD "Excellence In Design" Award
Who Should Use The Cash Balance Plan Training & Certification Program?

Our Cash Balance Plan Training & Certification Program is ideal for human resource professionals, HR department heads, and Third Party Administrators who handle the day-to-day issues and administration of Cash Balance plans.

It is also good for HR Managers or CFOs who seek satisfaction knowing that their administrators are properly trained and up to date on these complex issues. Last, individuals looking to add value to their job experience can earn the valued "Certified Cash Balance Plan Administrator" designation.

Pricing/More Info/Purchase

Your Cash Balance Plan Training & Certification Program costs only $599 for a single user. We also offer discounts for purchasing training for multiple employees or administrators.

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Qty: provides Cash Balance Plan training and Cash Balance plan education covering Cash Balance plan administration, Cash Balance plan compliance, Cash Balance plan legislation, and Cash Balance plan administration.

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