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Certification form for retirement board members in Massachusetts affirming the integrity of service provider selection.
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How to fill out retirement board member certification

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How to fill out Retirement Board Member Certification

01
Gather required personal and professional information
02
Obtain the official Retirement Board Member Certification form
03
Fill in your name, address, and contact details
04
Provide details about your position and qualifications
05
Complete any required disclosures regarding conflicts of interest
06
Review the completed form for accuracy
07
Submit the form according to the provided instructions

Who needs Retirement Board Member Certification?

01
Individuals appointed or elected to serve as members of a retirement board
02
Professionals involved in overseeing retirement fund administration
03
Board members taking part in decision-making for retirement plans
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To obtain the QKA® credential individuals must: Have either 3 years' experience in retirement plan administration or completed the Retirement Plan Fundamentals (RPF) certificate course. Pass the QKA-1 and QKA-2 Credential Exams. Agree to abide by the ARA Code of Professional Conduct. Apply for the credential.
What does it take to complete the QKA program? The QKA program is a rigorous education program for retirement plan professionals. The 18 courses are divided into two packages of 9 courses, each of which take 1-2 hours to complete. Each package has a practice test and a proctored final exam.
To obtain the QKA® credential individuals must: Have either 3 years' experience in retirement plan administration or completed the Retirement Plan Fundamentals (RPF) certificate course. Pass the QKA-1 and QKA-2 Credential Exams. Agree to abide by the ARA Code of Professional Conduct. Apply for the credential.
Despite the complexities involved in plan administration, there is no official educational requirement or accreditation process for 401(k) plan administrators. Many new administrators simply learn on the job.
Each exam (QKA-1 and QKA-2) consists of 75 multiple-choice questions. Candidates have 2½ hours to complete each exam. The exam fee is $405 for exams not purchased as part of a QKA® education bundle. The QKA-1 and QKA-2 exams are delivered using a proctored online examination system.

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Retirement Board Member Certification is a formal process by which individuals serving on retirement boards verify their qualifications and compliance with required standards to ensure effective governance and fiduciary responsibility.
Individuals who are appointed or elected to serve on a retirement board are required to file the Retirement Board Member Certification to confirm their eligibility and adherence to applicable regulations.
To fill out the Retirement Board Member Certification, candidates must complete the designated form, providing necessary personal information, details of their qualifications, and any disclosures required by the governing body.
The purpose of Retirement Board Member Certification is to ensure that members of retirement boards meet specific qualifications, maintain accountability, and uphold the integrity of the retirement systems they oversee.
The information that must be reported includes personal identification details, qualifications, conflicts of interest, training attended, and any prior experience related to retirement fund management.
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