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Continuing education 

Earn continuing education credits through our CFP®-approved curriculum. 

Deconstructing DC: Analysis of retirement plan attributes and investment classes

Course description: This course will provide an overview of defined contribution plans including 401(k) and ERISA 403(b) plans including how they are constructed and the various service providers. This course will focus on the investments inside of a DC plan, including the various asset classes and wrappers as well as how assets roll into and out of a plan.

  • Earn 2 CE credit hours 
  • 100-min self study course 
  • Led by Fred Barstein, founder and CEO of The Retirement Adviser University
  • Topics include:
    • ERISA overview & retirement plan market with assets by type
    • DC plan food chain, types of investment fiduciaries,
    • Existing & emerging asset classes, and more

 

Take the course

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Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.

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