Please Note: This Study Guide is a Two Volume Set.
This new edition is effective April 11, 2024 and is for exams after June15th. For questions on content prior to June 15th exams please contact IFEBP. www.ifebp.org (262) 373-7667
Managing Retirement Plans Part 2
Investment of plan assets is a critical component of retirement plan management. Decision making is context driven; investment performance objectives are set to reflect a plan’s unique funding requirements. With the plan’s performance objectives as a guide, and with awareness of which classes of assets can best facilitate their attainment, investments and investment managers can be selected. Once selected, they can be monitored and evaluated. Investment theory presented is transferable to management of assets in any type of plan. Investment environment, financial markets and instruments, risk and return, asset allocation, performance measurement, and portfolio management techniques are addressed. Examination of investment specific legislation and regulations, roles and responsibilities of key stakeholders, management of issues in each step of the investment cycle, reporting and communication practices, and industry tools and guidelines that support sound plan investment management bring a practical application. Text-based reading is supported with regulatory guidance and industry-based practice guidelines.
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