The SunGard Institute's Pension Elements is an introductory computer-based course designed to present general qualified plan concepts to associates with little or no experience.

Pension Educator Series

The centerpiece of Relius Education's self-paced online learning is the Pension Educator Series, a two-part series on qualified retirement plans. These two series comprise 21 individual courses that explain everything from what a "qualified" plan is (and why an employer would sponsor one) to how to understand and perform compliance tests. Both series include pre-test assessment tools, detailed text, glossary, real-world examples, and scored quizzes.

PENSION ELEMENTS is an introductory, 7 course series which presents general concepts to new plan recordkeepers, service personnel, or sales representatives. Most students will complete this module in 6 to 8 hours.
Pension Elements Learner Guide   .

PENSION EDUCATOR is a more advanced 14 course series designed for experienced associates moving into an administrative or consulting role. This series also includes a comprehensive case study and places a special emphasis on current law (EGTRRA and PPA).  Most students will complete this module in 14 to 16 hours.
Pension Educator Learner Guide   .

Online Learning Options
Individual learners may register online for either series for 24/7 access during a 60-day period.

• Pension Elements -- $99
• Pension Educator -- $199

Firms needing one-time training for 10 or more employees should call Sales Support at (800) 326-7235, ext. 1100 to discuss special arrangements. For larger firms seeking a long-term pension education solution, customized Enterprise licenses are also available.