Overview
The course covers contributions, applicable deadlines, calculations for termination and retirement benefits, and other critically important aspects of these plans.
Who It’s For
The DB-A Certificate Program is designed for individuals who provide administrative support to defined benefit plans.
What It Takes
Read the DB-A Study Guide and pass the Assessment.
Content
Each individual chapter in the DB-A study guide includes a review of key concepts to help learners assess their knowledge of the material. The study guide is divided into the following chapters by topic:
- Chapter 1: Introduction to Defined Benefit Plans
- Chapter 2: Accrued and Normal Retirement Benefits
- Chapter 3: Present Value Calculations and Alternate Forms of Benefits
- Chapter 4: Hybrid and Floor Offset Defined Benefit Pension Plans
- Chapter 5: Benefits after Normal Retirement Age
- Chapter 6: Early Retirement, Death, and Disability
- Chapter 7: Benefit Limitations under §IRC 415
- Chapter 8: Permitted Disparity
- Chapter 9: Qualified Domestic Relations Orders (QDROs)
- Chapter 10: Distribution Issues
- Chapter 11: Participant and PBGC Notices
- Chapter 12: Plan Assets
- Chapter 13: Valuations
- Chapter 14: Funding/Accounting Reports
- Chapter 15: ARA Code of Conduct
- Appendix
Exam Information
To earn the certificate, learners must read the DB-A Study Guide and pass the Assessment. The assessment is open-book, unlimited attempts, 75 questions, and has a passing score of 75%.