Exam Name: Retirement Plans - Design Considerations and Administration
Certification Provider: WorldatWork
Corresponding Certification: WorldatWork Other Certification
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WorldatWork B2 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Retirement Plan Types | - Defined contribution plans (401(k), 403(b), 457, Roth 401(k)) - SIMPLE plans and other prevalent plan options |
| Fiduciary Responsibilities and Investment Guidelines | - Fiduciary duties in retirement plans - General investment principles for retirement assets |
| Plan Administration | - Implementing plan changes and ongoing management - Key operational components of plan administration |
| Plan Design Considerations | - Plan design alignment with organizational strategy - Non-discrimination testing and compliance |
| Retirement Plan Fundamentals | - Retirement income needs and sources - Employer-sponsored plan objectives |
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