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Distribution Administrator Certificate Program
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Distribution Administrator Certificate Program

Developed and presented by Cheryl L. Morgan, CPC, QKA, AIFA® 

Continuing Education Credits: 16 NIPA CPE; 16 ERPA CPE 
Cost: Members: $495; Non-members: $595


Let NIPA help you enhance your distributions knowledge. Enroll in the Distribution Administrator Certificate Program and you will:

  • Advance yourself as a respected, valued member in your organization;
  • Gain comprehensive, timely knowledge on distributions;
  • Validate your skills and knowledge as a retirement plan professional.  

Who Should Enroll?

NIPA’s Distribution Administrator Certificate Program was designed in 2008 to help fill the industry’s need for training entry-level staff who typically handles distributions, and has been updated for 2010 with new content. This program is also comprehensive enough to help pension administrators with more experience to broaden their understanding of the ever-expanding rules, practices and procedures affecting qualified retirement plan distributions.


Program Details

NIPA realizes the time constraints and heavy workloads retirement plan professionals face in this dynamic industry. The new online Distribution Administrator Certificate Program works around your schedule, letting you choose the best time to study and complete exams:

  • The program consists of two courses with two accompanying exams.
  • Supplementary course materials include sample documentation and live Web links to help you understand how distributions work in real practice.
  • The program is conveniently offered on NIPA’s Web site and is accessible at any time of day, any day of the year.

Participants will receive a username and password to access the preparatory online materials, audio presentation and exam for each course and will have access to the materials for one entire year. As a benefit to the online exam, participants will receive immediate test results at the conclusion of the exam.


Distribution Administrator Certificate Course Descriptions


Distribution Course I:
Focus on Severance Distributions

  • Overview of distribution processing, including background information
  • Effective human resources procedures
  • Plan expense policy
  • QJSA Provisions, or not; focusing on impact of EGTRRA law on Defined Contribution Plan mergers
  • Optional forms of distribution
  • Accrued Benefits; Vesting; rehires
  • Lost or missing participants
  • Involuntary or mandatory distributions
  • Tax treatment of distributions
  • Rollovers
  • Participant disclosures
  • Participant loan issues at distribution
  • IRS distribution reporting
  • Workflow: The distribution process

Distribution Course II:
Focus on Specialized Distributions

  • Distributable events
  • In-service distributions
  • Hardship distributions
  • Qualified domestic relations orders
  • Required minimum distributions
  • Death benefit distributions
  • Corrective distributions
  • Plan termination distributions

Enroll today!

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