RPF

Modified on: Mon, Apr 18, 2022 at 8:46 AM

ASPPA Retirement Plan Fundamentals 7-Part Webcast Series:

This seven-part fundamentals series from Sungard Relius is a great resource for those new to the Retirement Plan Industry or anyone looking to gain more in-depth knowledge of the covered topics.

*Note: If you are having trouble with the sound quality of the recordings, try copying and pasting the URL into a browser window outside the terminal servers.

Fundamentals 1: Vesting and Eligibility

Fundamentals 2: HCEs and Coverage Testing

Fundamentals 3: 401(k) Testing- ADP, ACP, catch-up contributions, and 401(k) safe harbors

Fundamentals 4: Nondiscrimination & Compensation & 415 Limit

Fundamentals 5: Top-heavy Testing & Deductible Contributions

Fundamentals 6: Controlled Groups & Participant Loans

Fundamentals 7: Distributions and Taxation and Roth

ASPPA RPF Certificate

About the RPF Certificate

Create an ASPPA account or update your existing ASPPA account to reflect BlueStar as your employer

ASPPA QKA Designation

DC-1 Book

DC-1 Practice Exam

DC-1 Register for Exam

DC-2 Practice Exam

ASPPA QPA Designation

DC-3 Practice Exam

DB Practice Exam

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