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National College Credit Recommendation Service

Board of Regents  |  University of the State of New York

LOMA | Evaluated Learning Experience

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Retirement Administration (SRI 230)

Location: 

Various; distance learning format.

Length: 

Varies; independent study. 

Dates: 

March 2016 - Present. 

Instructional delivery format: 
Online/distance learning
Learner Outcomes: 

Upon successful completion of this course, students will be able to: describe the primary stakeholders, processes, activities and documents involved in the administration of retail and institutional retirement business; discuss the impact of regulation, quality control measures, risk management, and information technology on retirement administration; explain how companies organize resources for retirement administration activities; describe how annuities and IRAs are established and administered; explain the recordkeeping processes for participant accounts in retirement plans; describe the ongoing compliance requirements for retirement plans; and discuss the reporting and disclosure activities associated with annuities, IRAs, and retirement plans.

Instruction: 

Retirement Administration (SRI 230) is an online interactive course that delivers knowledge about administration functions for existing retirement accounts, products, and plans. Learners are guided through in-force retirement business activities, beginning when an account or a case takes effect and continuing to termination of the case or account.  The course describes business acquisition activities, customer experience design using behavioral finance, contact center administration and compliance, and routine transactions for individuals and plan sponsors.

Credit recommendation: 

In the upper division baccalaureate degree category, 3 semester hours as a Business Administration or Insurance elective (11/17).

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