Exam Code: B2
Exam Name: Retirement Plans - Design Considerations and Administration
Updated: Sep 12, 2026
Q & A: 0 Questions and Answers
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| Section | Objectives |
|---|---|
| Topic 1: Retirement Plan Types | - SIMPLE plans and other prevalent plan options - Defined contribution plans (401(k), 403(b), 457, Roth 401(k)) |
| Topic 2: Fiduciary Responsibilities and Investment Guidelines | - Fiduciary duties in retirement plans - General investment principles for retirement assets |
| Topic 3: Retirement Plan Fundamentals | - Employer-sponsored plan objectives - Retirement income needs and sources |
| Topic 4: Plan Design Considerations | - Plan design alignment with organizational strategy - Non-discrimination testing and compliance |
| Topic 5: Plan Administration | - Key operational components of plan administration - Implementing plan changes and ongoing management |
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