Pension Educator Series

The centerpiece of Relius Education's self-paced online learning is the Pension Educator Series, a two-part series on qualified retirement plans. These two series comprise 21 individual courses that explain everything from what a "qualified" plan is (and why an employer would sponsor one) to how to understand and perform compliance tests. Both series include pre-test assessment tools, detailed text, glossary, real-world examples, and scored quizzes.

PENSION ELEMENTS is an introductory, 7 course series which presents general concepts to new plan recordkeepers, service personnel, or sales representatives. Most students will complete this module in 6 to 8 hours.
Pension Elements Learner Guide   Get Adobe Acrobat Reader! .

PENSION EDUCATOR is a more advanced 14 course series designed for experienced associates moving into an administrative or consulting role. This series also includes a comprehensive case study and places a special emphasis on current law (EGTRRA and PPA).  Most students will complete this module in 14 to 16 hours.
Pension Educator Learner Guide   Get Adobe Acrobat Reader! .

Online Learning Options
Individual learners may register online for either series for 24/7 access during a 60-day period.

Fundamentals of 403(b) Plans: This course is an introductory course to 403(b) plans. This course examines the different types of 403(b) plans and the requirements of each type of plan.

Fundamentals of 457 Plans: This course is an introductory course to Code §457 plans. This course discusses the different types of §457 plans, the requirements and the tax consequences of each of the types of §457 plans.

Fundamentals of Equity Based Compensation: This is an introductory course to equity-based compensation plans. This course discusses basic terms, requirements, and tax consequences of the four types of equity-based compensation arrangements. The advantages and disadvantages of each arrangement are also examined.

  • Pension Elements -- $115
  • Pension Educator -- $230
  • Fundamentals of 403(b) Plans-- $115
  • Fundamentals of 457 Plans -- $115
  • Fundamentals of Equity Based Compensation -- $172

Firms needing one-time training for 10 or more employees should call us to discuss special arrangements. For larger firms seeking a long-term pension education solution, customized Enterprise licenses are also available.

If you have any questions about Enterprise licensing or training 10 or more employees, please call us at 1-800-326-7235, option 6 for more information.