Benefits Administration

Pension Review Board Staff on August 18, 2022

Texas Pension Review Board

Minimum Educational Training Program

This course examines the key concepts of benefits administration including: plan design types, vesting, benefit formulas, reporting requirements, Internal Revenue Service (IRS)-related issues and communication with members.

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Retirement Plan Design Types

Introduction
Lesson 1 of 5 within section Retirement Plan Design Types. You must enroll in this course to access course content.
Defined Benefit Plans
Lesson 2 of 5 within section Retirement Plan Design Types. You must enroll in this course to access course content.
Defined Contribution Plans
Lesson 3 of 5 within section Retirement Plan Design Types. You must enroll in this course to access course content.
Hybrid Plans
Lesson 4 of 5 within section Retirement Plan Design Types. You must enroll in this course to access course content.
Basic Plan Design Review
Lesson 5 of 5 within section Retirement Plan Design Types. You must enroll in this course to access course content.
Has Quiz

Defined Benefit (DB) Pension Plans

Defined Benefit Pension Plan Components 
Lesson 1 of 8 within section Defined Benefit (DB) Pension Plans. You must enroll in this course to access course content.
Benefit Formula
Lesson 2 of 8 within section Defined Benefit (DB) Pension Plans. You must enroll in this course to access course content.
Benefit Amount Considerations
Lesson 3 of 8 within section Defined Benefit (DB) Pension Plans. You must enroll in this course to access course content.
Retirement Eligibility
Lesson 4 of 8 within section Defined Benefit (DB) Pension Plans. You must enroll in this course to access course content.
Vesting
Lesson 5 of 8 within section Defined Benefit (DB) Pension Plans. You must enroll in this course to access course content.
Cost-of-Living Adjustments
Lesson 6 of 8 within section Defined Benefit (DB) Pension Plans. You must enroll in this course to access course content.
Deferred Retirement Option Plans (DROPs)
Lesson 7 of 8 within section Defined Benefit (DB) Pension Plans. You must enroll in this course to access course content.
Death and Disability Retirement Benefit
Lesson 8 of 8 within section Defined Benefit (DB) Pension Plans. You must enroll in this course to access course content.
Has Quiz

Other Benefit Administration Considerations

Other Considerations
Lesson 1 of 6 within section Other Benefit Administration Considerations. You must enroll in this course to access course content.
Beneficiaries
Lesson 2 of 6 within section Other Benefit Administration Considerations. You must enroll in this course to access course content.
Qualified Domestic Relations Order (QDRO)
Lesson 3 of 6 within section Other Benefit Administration Considerations. You must enroll in this course to access course content.
Social Security
Lesson 4 of 6 within section Other Benefit Administration Considerations. You must enroll in this course to access course content.
Provisions for Correction of Errors in Benefit Calculations
Lesson 5 of 6 within section Other Benefit Administration Considerations. You must enroll in this course to access course content.
Appeals
Lesson 6 of 6 within section Other Benefit Administration Considerations. You must enroll in this course to access course content.
Has Quiz

Communication and Regulatory Matters

Required Communication with Members
Lesson 1 of 4 within section Communication and Regulatory Matters. You must enroll in this course to access course content.
Methods of Communication with Members
Lesson 2 of 4 within section Communication and Regulatory Matters. You must enroll in this course to access course content.
Regulatory Matters
Lesson 3 of 4 within section Communication and Regulatory Matters. You must enroll in this course to access course content.
Internal Revenue Service (IRS) Qualified Pension Plan Requirements
Lesson 4 of 4 within section Communication and Regulatory Matters. You must enroll in this course to access course content.
Has Quiz

Helpful Links, Additional Information and Final Quiz

Helpful Links and Additional Information
Lesson 1 of 2 within section Helpful Links, Additional Information and Final Quiz. You must enroll in this course to access course content.
Final Quiz
Lesson 2 of 2 within section Helpful Links, Additional Information and Final Quiz. You must enroll in this course to access course content.
Has Quiz
Course Survey