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Accredited Pension Administrator

Accredited Pension Administrator

Through NIPA’s Accredited Pension Administrator (APA) program, you'll earn a prestigious designation that carries with it a sense of personal accomplishment and demonstrates your professional competency.

 

Potential APAs include pension administrators, retirement relationship managers, and ERISA compliance specialists.

 

 


PenChecks NIPA APA Designation Scholarship

Receive $1,000 towards your APA Designation through the PenChecks NIPA APA Designation Scholarship! Learn more about the requirements for applying for the scholarship and submit an application today.


APA Designation Benefits

By earning your APA designation, you'll gain comprehensive insight into the knowledge and skills needed to successfully perform daily administrative tasks, including determining eligibility, allocating contributions, fulfilling reporting and disclosure requirements, processing distributions, performing compliance testing, correcting errors and much more.

 

Earning the APA Designation 

To earn the APA designation, students must successfully complete four APA exams. The APA 1 and APA 3 exams are unproctored and can be taken from your home or work computer during any of NIPA's testing windows. The APA 2 and APA 4 exams are proctored and must be taken at a Webassessor testing center during any of NIPA's testing windows. 


Course

Topic

 Textbook 

Exam

 APA 1

 Fundamentals of Qualified Plan Administration

 PDF File

 Unproctored

 APA 2

 A Comprehensive Guide to 401(k) Plans

 Online

 Proctored

 APA 3

 Distributions and Loans

 Online

 Unproctored

 APA 4

 Selected Topics in Retirement Plans 

 Online

 Proctored 

 

Maintaining the APA Designation

To maintain the designation, you must complete 15 hours of continuing professional education and hold a current NIPA membership at the Business Owner or Executive level (annually).

 

Additional APA/APR Designation Program Information

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