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Showing results for tags 'Credentials'.
Found 2 results
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I am currently an associate for an RIA in our Retirement Plan Division. I joined the division last year, and have spent the year "learning by listening". All my energy outisde work on focused on finishing up the CFA. I recently became a charterholder, and I have the AIF designation as well. I am extremely confident of my understanding of markets and investments, where I am lacking is understanding ERISA rules, how to design plans to best benefit our clients, how rules affect certain things etc. I was wondering if anyone here could provide some insight on where I should focus my energies. I will be working as a 3(38) Investment Manager to plans - would it best to focus my energy on obtaining the QKA? or would the CPFA better serve me. Or maybe there is something else I should be focusing on. I have some insights from my boss - I want to seek out other opinions though - thanks!
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ASPPA Study Materials - Looking for used Books
Guest posted a topic in Humor, Inspiration, Miscellaneous
Hello all, I just re-entered the pension industry after 15 yearsand have alot of catching up to do. I also have a lapsed QPA designation that I can re-instate by completing 40 hours of CE credit. I am looking for Ilene Ferenczy book - Defined Contribution Plan Series Volume I: Plan Qualification and Compliance Basics, 5th Edition - and wonder if anyone has an extra one they no longer need? Or anything else that I can use to increase my pension knowledge? Thanks in advance!
