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
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Defined Benefit Plans
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Defined Contribution Plans
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Hybrid Plans
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Basic Plan Design Review
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Defined Benefit (DB) Pension Plans

Defined Benefit Pension Plan Components 
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Benefit Formula
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Benefit Amount Considerations
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Retirement Eligibility
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Vesting
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Cost-of-Living Adjustments
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Deferred Retirement Option Plans (DROPs)
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Death and Disability Retirement Benefit
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Other Benefit Administration Considerations

Other Considerations
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Beneficiaries
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Qualified Domestic Relations Order (QDRO)
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Social Security
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Provisions for Correction of Errors in Benefit Calculations
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Appeals
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Communication and Regulatory Matters

Required Communication with Members
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Methods of Communication with Members
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Regulatory Matters
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Internal Revenue Service (IRS) Qualified Pension Plan Requirements
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Helpful Links, Additional Information and Final Quiz

Helpful Links and Additional Information
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Final Quiz
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Course Survey