Life Cycle of a Group Retirement Plan

Life Cycle of a Group Retirement Plan
Author: International Foundation of Employee Benefit Plans
Item #: BLUE-9734

Canadian One-Credit Course

This course outlines the CAP provider’s role and responsibilities at all stages of a capital accumulation plan (CAP) life cycle—prospecting, quoting/proposing, selling, implementing, servicing and terminating a group retirement plan. The application of principles of ethical decision making throughout the life cycle of a CAP is examined from the perspectives of plan sponsors, CAP provider, plan advisers and plan members.

Course Outline

Recommended Sequence: It is recommended that you take this course last after The Retirement Landscape, Employer-Sponsored Retirement Plans and Retirement Plan Sponsor Responsibilities.

No Course Extensions: This course is available for 180 days from the date of purchase. No course extensions will be granted and the course will need to be repurchased if it expires.

Learning Accommodations: Please call (833) 886-3749 or email us at if you need any accommodations to aid your learning.

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Keywords: BLUE-9734

COMP: US$0.00
COMP-CD: C$0.00
Member-CD: C$90.00
Member-US: US$90.00
Non-Member-CD: C$140.00
Non-Member-US: US$140.00Your price
Student-CD: C$75.00
Student-US: US$75.00