Chartered Retirement Plans Specialist℠

Professional Designation Program

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Program Summary:

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?

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.

Course Topics:

  • Types & Characteristics of Retirement Plans
  • Individual Retirement Accounts (IRAs)
  • SEP, SIMPLE & SARSEP Plans
  • Defined Contribution Plans
  • 401(k) Plans
  • Defined Benefit Plans
  • Nonprofit Organization & Government Plans
  • Qualified Plan & IRA Distributions
  • Plan Design, Installation, Administration & Amendments
  • Plan Establishment, Operation, Investment Objectives, Penalties & Termination
  • Fiduciary Issues, Prohibited Transactions, Claims & Examinations

Course Details:

The CRPS® program is delivered via the College’s exclusive MyChoice learning platform. Students typically complete their studies within 6-8 weeks. PFP578 and the CRPS® curriculum are worth 3 graduate semester credit hours and up to 45 hours of continuing education credit with some organizations.