Rating: 5/5 - 43 reviews -
The C(k)PF Designation is used to distinguish professionals who have completed the C(k)PF Designation Examination, which tests many areas of expertise in retirement plan benefits. Individuals holding the C(k)PF Designation have obtained an expertise in retirement plan design, operation, and... Read more »
The TPSU training and curriculum is both informative and robust, covering the most essential topics of importance pertaining to improved retirement plan stewardship for business owners, benefits specialists and other employer fiduciaries. Each enrollee is required to attend a half-day... Read more »
The most important decision a plan sponsor makes is finding the right retirement plan advisor. ERISA 401k and 403b plan sponsor fiduciaries are required to perform documented due diligence on all service providers paid through plan assets, including your RPA. Ensure that your advisor is... Read more »
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