Overview

Introducing the Cash Balance Specialist (CBS™) credential program, a comprehensive journey into the world of cash balance plans. This program is tailored to provide both administrators and sales professionals with the knowledge and practical skills needed to work with these specialized plans. You’ll dive into the core aspects of cash balance plans, covering vital topics such as eligibility, annual contributions, conversions, accruals, testing, and distribution rules.

Who It’s For

For plan consultants, TPAs, and administrators who engage with cash balance plans, the CBS™ Credential Program offers an in-depth exploration of the unique challenges and nuances of these plans. It’s an invaluable tool, ensuring employees navigate the complexities of cash balance plans with confidence and precision.

What It Takes

Complete QKA® or QKS™

RPF or 3 years of industry experience

Pass the CBS final exam, and apply for the credential.

Content

The CBS program includes 15 online modules, a practice exam, and a final proctored exam.

Exam Information

The CBS exam is delivered using a proctored online examination system. The exam consists of 75 multiple-choice questions. Candidates have 2½ hours to complete the exam.