Defined Benefit Training & Certification Program

• Introduction To Defined Benefit Retirement Plans
• Eligibility And Coverage
• Benefits In A Defined Benefit Plan
• Plan Design & Documentation
• Plan Investments
• Communication And Enrollment
• Vesting

• Top-Heavy Defined Benefit Plans
• Distributions
• Taxation & Rollover Of Distributions
• Reporting Requirements

• Role Of The Actuary
• Fiduciary Responsibility
• The Role Of The PBGC