RPA 1
Directing Retirement Plans Part 1
RPA 1 has been extensively revised. New course materials are available and will be tested on starting July 15, 2024. The following course information applies to exams taken on or after July 15, 2024.
Topics Covered:
- Private Retirement Plans: Background and Context
- Defined Contribution and Defined Benefit Structures
- Defined Benefit Approaches and Executive Plan Arrangements
- Overview of Defined Contribution Plan Structures and Stock Compensation Plans
- Profit-Sharing Pension and Money Purchase Plans
- Foundations of 401(k) Plans
- Defined Contribution Practice Issues
- Special Purpose Plans: 403(b)s, 457s and ESOPs
- Small Employer Retirement Plan Alternatives
- Individual Retirement Accounts (IRAs)
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Resources For RPA 1
Required
Successful completion of comprehensive exam
Essential
RPA 1 Study Guide, 2nd Edition, including online access to the modules and practice exam
Essential
Defined Contribution Plan Types 401(k)s, 403(b)s , 457s, ESOPs, IRAs and small employer retirement plans.
Mahoney, editor,
XanEdu, 2024.
ISBN 978-1-711-47256-0
Supplementary
Online Study Group With Instructor Support
12-week sessions offered in spring, summer and fall
$250
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