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.
Fundamentals of
403(b)
Plans: This course is an introductory course to
403(b)
plans. This course examines the different types of
403(b)
plans and the requirements of each type of plan.
Fundamentals of 457 Plans: This course is an introductory course to Code §457 plans.
This course discusses the different types of §457 plans, the requirements and the
tax consequences of each of the types of §457 plans.
Fundamentals of Equity Based Compensation: This is an introductory course to equity-based
compensation plans. This course discusses basic terms, requirements, and tax
consequences of the four types of equity-based compensation arrangements. The advantages
and disadvantages of each arrangement are also examined.
- Pension Elements -- $115
- Pension Educator -- $230
- Fundamentals of 403(b) Plans-- $115
- Fundamentals of 457 Plans -- $115
- Fundamentals of Equity Based Compensation -- $172
Firms needing one-time training for 10 or more employees should call us to discuss
special arrangements. For larger firms seeking a long-term pension education solution,
customized Enterprise licenses are also available.
If you have any questions about Enterprise licensing or training 10 or more employees,
please call us at 1-800-326-7235, option 6 for more information.