The Retirement Income for Plan Sponsors Certificate Course, a program specifically designed to equip plan sponsors with the knowledge and tools to recognize the importance of retirement income solutions in fostering more comprehensive participant outcomes. Participants will explore the key factors driving demand for these solutions, including participant needs, plan sponsor priorities, and the evolving legislative and regulatory landscape.

The course covers essential language and concepts to effectively communicate about various retirement income solutions. You will learn about different types of solutions, the risks involved, and the trade-offs of each option. In addition, the course distinguishes between settlor and fiduciary responsibilities in evaluating plan design, providing a framework for the prudent selection, monitoring, and replacement of retirement income solutions.

You will also explore the team members required, and strategies needed for retirement income decisions. The course includes guidance on creating participant communication plans and collaborating with retirement income partners for successful implementation.

By the end of the course, plan sponsors will be well-prepared to select and manage retirement income solutions that align with participant needs and regulatory requirements.

This certificate course will be accessible for 180 days following purchase date.