COMPLIANCE STARTS WITH COMPETENT PLAN OVERSIGHT
Learn how to identify risks, avoid costly mistakes, and act in the best interest of participants.
Who This is For
HR & Benefits Leaders
Cut costs. Keep control. Deliver better outcomes.
Brokers & Consultants
Practical retirement benefits training that wins and retains clients.
Third-Party Administrators
Deliver stronger retirement benefits oversight to your plan participants.
Finance Leaders
Certify accuracy, defend decisions, and maintain audit-ready processes.
What You’ll Get
On-demand video lessons
Retirement Benefits Management Specialist (RBMS)
Workbooks & training guide
Industry-specific reports
Real-world case studies
Learn at your pace, from anywhere
See Why Hundreds Trust this PBM Training
German American Insurance
“I have thoroughly enjoyed and benefited from the PBM training. As you can see below by my signature, I have other designations. I can honestly say this was, by far, the most challenging certification course I’ve taken. I know I still have much more to learn, but this class has set me in the right direction.”
Workforce Benefit Solutions
Grant Rappleye
Employee Benefits Consultant
InterWest Insurance Services, LLC
Real Skills. Your Schedule. No Long-Term Obligation.
Individual Certification
$2750
- On-demand video lessons
- Downloadable workbooks
- Comprehensive training guide
- Real-world industry reports
- Certificate of Completion
- Free updates year round
- Self-paced format
Team Certification
$4500
- 2 registrations ($1000 savings)
- On-demand video lessons
- Downloadable workbooks
- Comprehensive training guide
- Real-world industry reports
- Certificate of Completion
- Free updates year round
FAQs
The Retirement Benefits Management Specialist program is training track built to help professionals understand how retirement benefits work, how they’re administered, and how to guide employers or plan participants toward better outcomes.
Yes, upon achieving a course grade of 85% or better, you earn RBMS®.
You have twelve months to complete the program.
Yes, up to 20 hours for HR and finance professionals
Yes, for every two enrollees you save $1000.
You would purchase three licenses at the team rate and one at the individual rate. It might be beneficial to purchase four two seat licenses ($4000 discount) in this case.
There are 8 courses in total not including the final exam and capstone.
Introduction to Retirement Benefits
Plan types and Tax-Advantaged Accounts
Plan Governance, Compliance, and Risk Management
Investment Structure and Oversight
Participant Engagement and Financial Wellness
Service Providers and Recordkeeper Oversight
Plan Fees and Hidden Revenue Sharing
Plan Optimization and Retirement Readiness Strategies
You have 12 months to complete the entire program, yet it can be completed successfully in as little as three months. Feel free to download the syllabus here.