NIPA's updated Distribution Administrator Certificate Course is designed to provide a comprehensive overview of distributions from qualified retirement plans. In this course, students will learn about the various rules that apply to different types of distributions as well as how to determine what rules apply to a particular type of plan distribution.The course will address distributions from start to finish including the taxation, mandatory withholding and required reporting of a distribution from a plan.
NIPA's updated Distribution Administrator Certificate Course is designed to provide a comprehensive overview of distributions from qualified retirement plans. In this course, students will learn about the various rules that apply to different types of distributions as well as how to determine what rules apply to a particular type of plan distribution.The course will address distributions from start to finish including the taxation, mandatory withholding and required reporting of a distribution from a plan.
In addition to distributions made to terminated and retired participants, the course will address in-service distributions, hardship distributions, distributions to active military, and special rules that apply to distributions made to a participant who has been impacted by a natural disaster. Students will learn about required minimum distributions, death benefits, missing participants, and how to correct plan distributions made in error.
Upon completion of this course, the student will have a comprehensive working knowledge of all aspects of plan distributions, with an emphasis on distributions from defined contribution plans.
Target Audience
The target audience for this course is an employee whose primary job responsibility is processing plan distributions, as well as an administrator who seeks to obtain a comprehensive overview of all aspects of plan administration. It is also well suited for HR professionals who may be responsible for fielding questions from plan participants about distributions from qualified retirement plans.
Course Overview
This course is comprised of 17 online lessons and an open-book exam (50 questions).
- Introduction to Distributions
- Distributable Events
- Distribution Forms
- Accrued Benefits and Vesting
- Rehires and Lost Participants
- Cashouts and Automatic Rollovers
- Rollovers
- In-Service Distributions
- Corrective Distributions
- Required Minimum Distributions
- Death and Disability
- Roth Distributions
- Plan Terminations
- Taxation and Withholding
- Reporting and Disclosure
- Corrections
- Course Review
- Exam
CPE Credits
Learners must view each lesson and complete the exam with a score of 70% or higher in order to earn 10 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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(NEW) Distribution Administrator Certificate Course
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(New) Distribution Admininstrator Certificate Course
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(New) Distribution Administrator Certificate Course
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(New) Distribution Administrator Certificate Course
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(New) Distributions Administrator Certificate Course
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(New) Distribution Administrator Certificate Course
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(New) Distribution Administrator Certificate Course
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NEW Distribution Administrator Certificate Course
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10 |
(NEW) Distribution Administrator Certificate Course
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