Chartered Retirement Plans Specialist℠
Professional Designation Program
PFPL583: Retirement Plan Studies
The Chartered Retirement Plans Specialist℠ or CRPS® designation is the nation’s premier credential focusing on retirement plan administration. Master the process of designing, installing, and maintaining company retirement plans while earning this unique designation.
New for 2017, the CRPS® program has been updated to include new modules that focus on ERISA and the new DOL fiduciary standard. The program focuses on providing in-depth knowledge of these rulings so that advisors can truly focus on what is best for their clients.
Why choose the CRPS® Program?
- CRPS® graduates report yearly increases to their earnings, job satisfaction, and number of clients.
- There are more than 5,000 CRPS® graduates and the program is seen as the industry benchmark for credentials focusing on business retirement plan administration.
- Graduates of the CRPS® program qualify to test out of CFPE 504 in our CFP Certification Professional Education Program.
- The entire program is graduate-level and credits can directly apply toward our Master of Science Degree Program in Personal Financial Planning.
I found the CRPS® program to be an excellent, comprehensive course that covered the basics of retirement planning and helped me increase my knowledge of concepts such as Defined Benefit Plans and 457 Plans. At my suggestion, this course will be mandatory for all associates at my firm who aspire to become Retirement Specialists. – Anne F.
Chapter 1: Fundamentals of ERISA
Chapter 2: The Fiduciary Standard and ERISA
Chapter 3: Advisers Working with Plan Participants
Chapter 1: An Overview of Defined Contribution Plans
Chapter 2: Profit Sharing Plans
Chapter 3: Stock-Based Plans
Chapter 4: Cross-Tested Profit Sharing Plans
Chapter 5: Defined Contribution Plans Compared
Chapter 1: 401(k) Profit Sharing Plans
Chapter 2: 403(b) Plans
Chapter 3: 457(b) Plans
Chapter 1: SIMPLE Plans
Chapter 2: The Simplified Employee Pension (SEP)
Chapter 3: SEP vs. SIMPLE Plan Selection for Business Owners
Chapter 4: Defined Benefit Plans for Small Business Owners
Chapter 1: Selecting the Appropriate Employer-Sponsored Plan
Chapter 2: Designing ERISA-Compliant Plans
Chapter 3: Approaches to Implementing Qualified Plans
Chapter 4: Plan Amendments
Chapter 1: The Role of a Plan Administrator
Chapter 2: Complying with IRC Qualification Requirements
Chapter 3: Avoiding Noncompliance Penalties
Chapter 4: Plan Termination
Chapter 1: Designing Effective Participant Education Programs
Chapter 2: Administering Preretirement Distributions
Chapter 3: Administering Post-Retirement Distributions
Chapter 4: Distributions Following the Participant’s Death
Chapter 5: Approaching Other Plan Participant Issues
The CRPS® program is delivered via the College’s exclusive MyChoice learning platform. PFPL583 and the CRPS® curriculum are worth 3 graduate semester credit hours and up to 28 hours of continuing education credit with some organizations.
Students typically complete their studies within 9-11 weeks, although your completion time may be faster or slower than the duration cited.
To complete the program, students have to successfully pass the course’s final exam at one of our approved testing centers: PSI, Prometric , or ISO Quality Testing. The first examination is included as part of your enrollment. Subsequent examination attempts are $100 each. Students must attempt the exam within six months of enrollment and have one year to complete the program. Full enrollment details can be found here.
Additional requirements exist to obtain and maintain authorization to use the designation.
Live Course Dates
The next live course will be offered during these dates. Remember that you can enroll and begin at any time using pre-recorded course lectures.
Mon23Oct2017Wed13Dec2017Our online instructor-led eCampus at cffp.edu
CRPS Online Classroom
Classes meet each Monday & Wednesday.
Tue09Jan2018Thu01Mar2018Our online instructor-led eCampus at cffp.edu
CRPS Online Classroom
Classes meet each Tuesday & Thursday.