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Defined Benefit Administration Certificate (DB-A)

The DB-A Certificate Program is designed for individuals who provide administrative support to defined benefit plans. The course covers contributions, applicable deadlines, calculations for termination and retirement benefits, and other critically important aspects of these plans.

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%.

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

For ASPPA, 7.50 CE credits will be awarded for completion of the package.
For ERPA, 7.00 CE credits will be awarded for completion of the package.

Purchase the package here: Defined Benefit Administrator (DB-A) Certificate Package.
You have access to the course for 180 days from your date of purchase.
For group pricing options, please contact Tiffany Hanks at [email protected].