RPA 2

The course provides strategic insights into today’s most pressing challenges that accompany the sponsoring of defined contribution plans in a volatile, global world. From the outset, the course seeks to impart the fundamentals of investment management that should be mastered in order to effectively design, administer and monitor an array of investment choices within a retirement plan. Benefits professionals will find the information on investment principles compelling both from an institutional perspective in their role overseeing plans and on a personal level as empowering, assuming their plan allows participant investment direction. In addition to its coverage of investment topics, the course also reviews research findings from behavioral finance and how these findings can be relevant in plan design and administration. Plan governance and how wealth can be enhanced through prudent retirement plan distribution planning are also covered by the course.