Chartered Retirement Plans Specialist℠
Professional Designation Program
PFP578: 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.
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. Retirement Plans: The Big Picture
Chapter 2. Qualified Plans
Chapter 3. Rules & Provisions of Qualified Plans
Chapter 4. Nonqualified Plans
Chapter 5. Small-Employer Plans
Chapter 6. Plans for Nonprofit Organizations
Chapter 1. Basic Features & Benefits
Chapter 2. Types of IRAs
Chapter 3. Rollovers
Chapter 4: Distributions
Chapter 1. The Simplified Employee Pension (SEP)
Chapter 2. SIMPLE Plans
Chapter 3. SEP vs. SIMPLE
Chapter 4. SARSEPs
Chapter 1. An Overview of Defined Contribution Plans
Chapter 2. Profit Sharing Plans
Chapter 3. Stock Bonus Plans
Chapter 4. Employee Stock Ownership Plans
Chapter 5. Money Purchase Plans
Chapter 6. Target Benefit Plans
Chapter 7: Age-Weighted Profit Sharing Plans
Chapter 8: Cross-Tested Profit Sharing Plans
Chapter 9: Defined Contribution Plans Compared
Chapter 1. Basic Characteristics
Chapter 2. Types of Plans
Chapter 3. SIMPLE 401(k) Plans
Chapter 4. Plan Decision Factors
Chapter 5. Case Analysis
Chapter 6. Safe Harbor 401(k) Plans
Chapter 1. Basic Characteristics
Chapter 2. Cash Balance Pension Plans
Chapter 3. Defined Benefit vs. Defined Contribution
Chapter 4: Determining Retirement Benefits
Chapter 5: Funding Defined Benefit Plans
Chapter 6: Case Analysis
Chapter 1. 403(b) Plans
Chapter 2. 403(b) & 401(k) Plans Compared
Chapter 3. 457 Plans
Chapter 1. Distributions From Qualified Plans
Chapter 2. Preretirement Distributions
Chapter 3. Distributions During Retirement
Chapter 4. Rollovers
Chapter 5. Penalties: Too Late, Too Little
Chapter 6. Distribution at Death
Chapter 7. IRA Distributions
Chapter 8. Compliance Issues
Chapter 1. Qualified Plan Appropriateness, Design & Installation
Chapter 2. Plan Administration
Chapter 3. Plan Amendments
Chapter 1. Qualified Plan Establishment & Operation
Chapter 2. Investment Objectives, Investment Policy & the Role of Trustees
Chapter 3. The Asset Allocation Decision
Chapter 4. Plan Termination
Chapter 5. Penalty Taxes
Chapter 6. Life Insurance Decision Making
Chapter 1. The Fiduciary
Chapter 2. Prohibited Transactions
Chapter 3. Claims of Plan Participants & Nonparticipants
Chapter 4. IRS and DOL Programs for Resolving Plan Defects
The CRPS® program is delivered via the College’s exclusive MyChoice learning platform. PFP578 and the CRPS® curriculum are worth 3 graduate semester credit hours and up to 45 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 earn the designation, 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.
In order to maintain a College designation, designees must renew every two years. Cost to renew is currently $95 and covers the renewal cost for one or multiple College designations held.
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.