Distribution Administrator Certificate Program
Developed and presented by Cheryl L. Morgan, CPC, QKA, AIFA®
Gain the latest knowledge on distributions – advance your career today.
Let NIPA help you enhance your distributions knowledge. Enroll online in the Distribution Administrator Certificate Program and you will:
- Starting July 1, 2009: Receive a 50% discount for any APA/APR exam registration during the next three testing windows:
August 1-31, 2009, November 1-30, 2009 and May 15- June 15, 2010
- Advance yourself as a respected, valued member in your organization;
- Gain comprehensive, timely knowledge on distributions;
- Validate your skills and knowledge as a retirement plan professional.
The NIPA Distribution Administrator Certificate is brought to you with the generous support of:
Who Should Enroll?
NIPA’s Distribution Administrator Certificate Program was designed to help fill the industry’s need for training entry-level staff who typically handles distributions. This program is also comprehensive enough to help pension administrators with more experience to broaden their understanding of the ever-expanding rules, practices and procedures affecting qualified retirement plan distributions.
Enroll Online in the Distribution Administrator Certificate Program today!
Program Details
NIPA realizes the time constraints
and heavy workloads retirement plan
professionals face in this dynamic
industry. The new online Distribution
Administrator Certificate Program works
around your schedule, letting you choose
the best time to study and complete
exams:
- The program consists of two courses with two accompanying exams.
- Supplementary course materials include sample documentation and live Web links to help you understand how distributions work in real practice.
- Both courses will be offered throughout the year, and exams will take place in six two-week windows, beginning in November 2008.
- The program is conveniently offered on
NIPA’s Web site and is accessible at any
time of day, any day of the year.
Participants will receive a username and password to access the preparatory
online materials and audio presentation for
each course and will have access to the
materials for one entire year. as a benefit
to online exams, participants will receive
immediate test results at the conclusion
of each exam.
Program Testing Windows
2009
January 15 – January 30
March 1 – March 15
May 15 – May 30
July 1 – July 15
September 15 – September 30
November 1 – November 15
Distribution Administrator Certificate Course Descriptions
Distribution Course I:
Focus on Severance Distributions |
Distribution Course II:
Focus on Specialized Distributions |
| Overview of distribution processing,
including background information |
Distributable events |
| Effective human resources procedures |
In-service distributions |
| Plan expense policy |
Hardship distributions |
| QJSA Provisions, or not; focusing on impact of EGTRRA law on Defined
Contribution Plan mergers |
Qualified domestic relations orders |
| Optional forms of distribution |
Required minimum distributions |
| Accrued Benefits; Vesting; rehires |
Death benefit distributions |
| Lost or missing participants |
Corrective distributions |
| Involuntary or mandatory distributions |
Plan termination distributions |
| Tax treatment of distributions |
|
| Rollovers |
|
| Participant disclosures |
|
| Participant loan issues at distribution |
|
| IRS distribution reporting |
|
| Workflow: The distribution process |
|
Enrollment Information
The course package includes
unlimited access, to both Course I and II, for one year, to
preparatory online materials, manuals and exams
for $395.
Take one step closer to receiving the
Distribution Administrator Certificate by
enrolling online today!
Thank you to the Distribution Administrator Certificate contributing sponsor:
About the Author: Cheryl L. Morgan, CPC, QKA, AIFA®
Cheryl has more than 30 years of experience in business management, retirement plan consulting and administration. She established her own practices in 1989 to provide technical and management consulting to pension professionals. Her experience includes consulting to pension professionals. Her experience includes consulting on more than 10,000 retirement plans and associations with more than 50 different TPAs/consulting firms.
During 2004 and 2005, Cheryl served as Compliance Manager for an actuarial consulting firm, Means & Associates, LLC (M&A) in San Diego, California, and helped to develop a start-up company with the owners of M&A – ERISA Compliance Associates, LLC (ECA) performs ERISA fiduciary compliance reviews, HR and fiduciary education services, and the general focus of ECA is to help retirement plan fiduciaries manage risk.
Throughout her career, Cheryl has devoted a significant amount of time to education and training. The American Society of Pension Actuaries (ASPA) honored her as Educator of the Year in 2000. This came after almost 20 years of teaching and mentoring people on the QPA and CPC programs. Cheryl's education experience includes service as a committee member for both ASPA and the National Institute of Pension Administrators (NIPA). She also served as Director of Technical Education for ASPA during 1997 and 1998.
Contact Cheryl:
Cheryl L. Morgan, CPC, QKA, AIFA®
Morgan Consulting Services
41 Sutter Street, #1709
San Francisco , CA 94104
Phone: 415.586.2309
E-mail: cmorgan@morgancpc.com ; cherylmcs@earthlink.net
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