Defined Benefit Training & Certification Program

Includes Updates For The SECURE Act And 2024 Rule Changes

Our Defined Benefit Plan Training &Certification Program is loaded with information on plan design, administrative options, and compliance requirements for managing a Defined Benefits Plan.

More than just a read-along format typical in printed books, the course includes numerous examples, "Administrative Tips", and "Procedural Recommendations", as well as scenario-based, multiple choice interactive quizzes (with answer rationale provided) that test your ability to apply the correct procedures and processes learned during training that are key to Defined Benefit Plan administration.

Program Benefits:

• Award-winning, easy-to-use interface that includes numerous "Administrative Tips" and examples that highlight key learning areas
• Interactive Q&A with answer rationale provided to help ensure learning and check your progress along the way
• Procedural recommendations that provide key processes and procedures
• Access via the Internet allows you to study at your pace and access materials anytime, anywhere
• Special "Bookmark" feature that allows you to learn at your own pace and quickly return to training if you are interrupted
• FREE updates when the law changes
• EIGHT hours of PHR and SPHR re-certification credits
• Test to become a "Certified Defined Benefit Plan Administrator". Your test is taken online and scored immediately, and your Certificate is mailed directly to you! We also show you any incorrectly answered test questions so you can improve any areas of weakness!

Organizations enrolling three or more individuals also receive our Management Interface at no cost, allowing managers to view employee progress, test scores, and incorrectly answered test questions.

Other Details:

• This self-paced, online course consists of multiple "Lessons" of 20 to 30 minute duration, with a bookmark feature available. Approximate completion time is 8 to 10 hours for those who are new or slightly experienced Defined Benefit Plan administrators; 6 to 8 hours for experienced Defined Benefit Plan administrators.
• This course is sold as an annual subscription with four components: the training course itself; access to all training materials as a resource for one full year; free updates whenever the law changes, and; a Certified Administrator designation. Access to resource materials, free updates, and a new Certificate are available for subsequent years for a low renewal fee of $99 per year!
• Organizations with 100 or more employees requiring Defined Benefit Plan training can customize this course. Please call us at 770-410-1219 for details.

Who Should Use This Course:

• Benefits/HR managers
• New benefits/HR staff
• IT management/staff
• Administrative staff
• Cross training
• Third Party Administrators (Note: TPAs also can earn the prestigious "Certified TPA" seal for use on their websites, proposals, and other marketing materials!)