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| Section | Objectives |
|---|---|
| Topic 1: Plan Administration | - Implementing plan changes and ongoing management - Key operational components of plan administration |
| Topic 2: Retirement Plan Types | - Defined contribution plans (401(k), 403(b), 457, Roth 401(k)) - SIMPLE plans and other prevalent plan options |
| Topic 3: Plan Design Considerations | - Non-discrimination testing and compliance - Plan design alignment with organizational strategy |
| Topic 4: Fiduciary Responsibilities and Investment Guidelines | - Fiduciary duties in retirement plans - General investment principles for retirement assets |
| Topic 5: Retirement Plan Fundamentals | - Retirement income needs and sources - Employer-sponsored plan objectives |
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