About PLANSPONSOR

• The PLANSPONSOR Institute
• The PRP Designation
• The Faculty of the PLANSPONSOR Institute
• PRP Curriculum
• About PLANSPONSOR

PLANSPONSOR INSTITUTE Open Enrollment Scheduled Classes

• March 6-7, 2008, Newport Beach, CA
• April 9-10, 2008, Stamford, CT
• September 18-19, 2008, Orlando, FL

Open Enrollment Class

• Current PRP Designees

PRP Curriculum

The PLANSPONSOR Retirement Professional's expertise includes the following knowledge areas:

Proprietary Plan Sponsor Insight

1. Understanding Plan Sponsor Behavior and Trends

Managing Plan Sponsor Relationships

2. Mastering Effective Search and Finals Techniques
3. Identifying Plan Roles
4. Designing the Ideal Plan
5. Determining the Plan's Investment Strategy
6. Controlling Conversions
7. Enhancing Plan Effectiveness through Great Communication Strategies
8. Reviewing Reporting
9. Playing by the Rules: Compliance
10. Arming against Fiduciary Issues and Prohibited Transactions

Proprietary Participant Insight

11. Understanding Participant Behavior and Trends
12. Understanding the Wealth Accumulator Phase
13. Understanding the Wealth Harvester Phase
14. Determining Distributions
15. Beneficiary Planning

Study Resources

• PLANSPONSOR Institute Study Guide
• PLANSPONSOR.com online resources
• PLANSPONSOR Magazine articles
• IRS and DOL publications

Final Exam

• 100-item, multiple choice exam
• Passing score on proctored final exam (70%)
• The advisory board will design and write the exam

VIII. Content and Delivery

• Two required, pre-class webinars
• Focus on case study and group best practices discussions
• Proctored final exam to occur at end of second day of on-site training

IX. Continuing Education

• 12 hours of continuing education every year
• Participation in plansponsor institute sanctioned webinars and conferences throughout the year
• Participation in industry-related conferences and classes, reviewed on a case-by-case basis