Given the ever-increasing complexity of rules and regulations governing retirement plan operations, the Loan Administrator Certificate Course is intended to support all levels of practitioners in the ongoing effort to stay up-to-date with the latest compliance requirements. The program also includes sample documentation and best practice recommendations to help practitioners in benchmarking for best practices regarding loan management.

Target Audience

NIPA’s updated Loan Administrator Certificate Course is designed to provide a comprehensive training option and review course for staff members whose job responsibilities include any aspect of participant loan processing or loan maintenance.

Course Overview

This course is comprised of 9 online lessons and an open-book exam.

• Lesson 1: Intro to Loans

• Lesson 2: Plan Loan Rules

• Lesson 3:Plan Loan Program

• Lesson 4:Plan Loan Documents

• Lesson 5: Amount Limitation

• Lesson 6: Loan Refinancing

• Lesson 7:Plan Loan Repayments

• Lesson 8: Deemed Distributions & Loan Offsets

• Lesson 9: Plan Loan Correction

• Exam

Downloadable PDF handouts for each lesson will be available in the Resources section of this course.

CPE Credits

Learners must view each lesson and complete the exam with a score of 70% or higher in order to earn 5 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 pre-purchase this 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 will be available for one calendar year, starting on the date the learner launches the course through their profile in NIPA's Learning Center.