NIPA's newly updated Fundamentals of Qualified Plans Certificate Course introduces the basics of qualified plan rules. The course lays the foundation for working with qualified plans by addressing the major concepts a plan administrator must know and be able to apply, while also including many practical examples for each concept that is covered.
NIPA's newly updated Fundamentals of Qualified Plans Certificate Course introduces the basics of qualified plan rules. The course lays the foundation for working with qualified plans by addressing the major concepts a plan administrator must know and be able to apply, while also including many practical examples for each concept that is covered.
Target Audience
This course is designed for those new to the retirement industry and/or new to retirement plan administration.
Course Overview
This course is comprised of 10 online lessons and an open-book exam (51 questions).
- Lesson 1: Qualified Plan Overview
- Lesson 2: Qualified Plan Establishment
- Lesson 3: Eligibility & Participation Requirements
- Lesson 4: Contribution Allocations
- Lesson 5: Permitted Disparity Allocations
- Lesson 6: Minimum & Maximum Contributions
- Lesson 7: Minimum Coverage & Nondiscrimination Testing
- Lesson 8: Earnings Allocations, Vesting, & Forfeitures
- Lesson 9: Reporting & Disclosure
- Lesson 10: Annual Valuation Process
- Exam
CPE Credits
Learners must view each lesson and complete the exam with a score of 70% or higher in order to earn 10.00 NIPA CPE credits and receive a downloadable PDF certificate of completion.Credits will be applied to a NIPA member's account during the membership year in which the course was completed.
Accessing the Course
Learners can purchase and access the course using a NIPA membership account or guest account and visiting the Learning Center. Log into your member account or create a guest account.
Access to the course is available for one calendar year, starting on the date the learner launches the course through their profile in NIPA's Learning Center.
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