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