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Updated: Aug 05, 2026
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| Certification Vendor: | WorldatWork |
| Exam Name: | Retirement Plans - Design Considerations and Administration |
| Exam Number: | B2 |
| Available Languages: | English |
| Exam Format: | Multiple Choice |
| Exam Duration: | 120 minutes |
| Related Certifications: | Global Remuneration Professional (GRP) |
| Recommended Training: | WorldatWork GRP Certification Program |
| Exam Registration: | WorldatWork Certification Information |
| Exam Way: | Computer-based exam (online or authorized testing center depending on region) |
| Pre Condition: | None formally required; recommended familiarity with compensation and benefits concepts. |
| Official Syllabus URL: | https://worldatwork.org |
| Section | Objectives |
|---|---|
| Topic 1: Retirement Plan Fundamentals | - Types of retirement plans (DB vs DC) - Overview of retirement income systems |
| Topic 2: Plan Design Considerations | - Cost management and funding considerations - Design objectives and employer strategy alignment - Employee demographics and participation factors |
| Topic 3: Compliance and Governance | - Fiduciary responsibilities - Regulatory frameworks and legal requirements - Plan documentation and reporting |
| Topic 4: Defined Benefit Plan Administration | - Vesting and eligibility rules - Funding requirements and actuarial assumptions - Benefit formulas and accrual methods |
| Topic 5: Defined Contribution Plan Administration | - Distribution rules and withdrawals - Investment options and participant responsibility - Contribution structures |
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