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
About Fred Barstein, founder and CEO of The Retirement Adviser University
Fred Barstein is founder and CEO of The Retirement Adviser University, a collaboration with UCLA Anderson School of Management Executive Education, The Plan Sponsor University and 401kTV. He had been contributing editor for InvestmentNews where he created RPAConvergence and the RPA Roundtables & Thinktanks for senior managers at DC record keepers, aggregators, broker dealers and CIOs. He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. Barstein received his Bachelor of Arts Degree from Boston College and his Law Degree from Cardozo School of Law, Yeshiva University.
