Retirement Plan Fundamentals (RPF) Modules

Retirement Plan Fundamentals Modules

Retirement Plan Fundamentals (RPF) is the starting point for ASPPA education. The RPF modules provide an introduction to the most relevant topics of retirement plan administration, basic skills training and valuable resources to prepare you for the industry.

All Six RPF
Purchase
Modules
and
SAVE
50%
The Lifecycle of a Plan
This module provides the perfect introduction to all
employees of retirement plan service providers, whether newly
hired or performing non-administrative responsibilities.
Contributions
Eligibility, enrollment,
salary deferrals
Distributions
Distributions, hardships,
in-service withdrawals
Participant
Loans
Loan program, loan
amounts, repayment
Testing
Coverage, ADP/ACP,
top-heavy, and
annual reporting
New
Business
Takeovers and
conversions
   VIEW SYLLABUS
VIEW SYLLABUS
VIEW SYLLABUS
VIEW SYLLABUS
VIEW SYLLABUS
VIEW SYLLABUS
Each of the other five modules provides foundational administrative training, focused on specific tasks and responsibilities

Access

Access to all portions of the course is granted online through My Learning Activities.

FAQ


Coming soon.