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Qualified 401(k) Administrator (QKA®)

Every retirement plan professional needs to “work smarter.” Earning the Qualified 401(k) Administrator (QKA®) credential helps you get there.

WHAT IT'S ABOUT
Developing the technical skills needed to work with 401(k) plans.

The Qualified 401(k) Administrator (QKA® ) program advances knowledge gained in the Retirement Plan Fundamentals (RPF) certificate course. The QKA® program consists of two packages — Plan Management and Testing & Compliance —each comprising nine courses, a practice test and a credential exam.

WHO IT'S FOR
Anyone in the retirement plan industry who works with 401(k) plans.

A typical QKA® works at a recordkeeper, third party administrator (TPA) or consulting group as a client service manager, sales representative, relationship manager, account manager, compliance tester, plan administrator, team leader or other role that interacts daily with the technical aspects of 401(k) plans.

WHAT IT TAKES
Candidates must:


Classrooms
Get the tips and training you need to succeed. Bob Kaplan, CFP, CPC™, QPA, QKC®, QKA®, Director of Technical Education, offers four hours of expert coaching and motivation to help you master the content and improve your chances of passing the exam.

How to enroll in a classroom this spring:

  1. Go to Learning Activities
  2. Type in your username and password
  3. Type in the enrollment code for the classroom you wish to attend:

QKA-1 classroom: SpringQKA1Classroom24

QKA-2 classroom: SpringQKA2Classroom24

*The complimentary QKA-1 and QKA-2 classrooms are only available to those who have purchased the corresponding QKA® package.
  

Spring QKA-1 Virtual Classroom
registration closes March 21 at 11:59 p.m. ET

Part 1: Wed., March 20 | 2 p.m.–2:50 p.m. ET
Part 2: Wed., April 3 | 2 p.m.–2:50 p.m. ET
Part 3: Wed., April 17 | 2 p.m.-2:50 p.m. ET
Part 4: Wed., May 1 | 2 p.m.-2:50 p.m. ET

Spring QKA-2 Virtual Classroom
registration closes March 21 at 11:59 p.m. ET

Part 1: Thurs., March 21 | 2 p.m.–2:50 p.m. ET
Part 2: Thurs., April 4 | 2 p.m.–2:50 p.m. ET
Part 3: Thurs., April 18 | 2 p.m.-2:50 p.m. ET
Part 4: Thurs., May 2 | 2 p.m.-2:50 p.m. ET

Fall QKA-1 Virtual Classroom
Save the dates!

Part 1: Wed., October 2 | 2 p.m.–2:50 p.m. ET
Part 2: Wed., October 16 | 2 p.m.–2:50 p.m. ET
Part 3: Wed., October 30 | 2 p.m.-2:50 p.m. ET
Part 4: Wed., November 13 | 2 p.m.-2:50 p.m. ET

Fall QKA-2 Virtual Classroom
Save the dates!

Part 1: Tues., October 1 | 2 p.m.–2:50 p.m. ET
Part 2: Tues., October 15 | 2 p.m.–2:50 p.m. ET
Part 3: Tues., October 29 | 2 p.m.-2:50 p.m. ET
Part 4: Tues., November 12 | 2 p.m.-2:50 p.m. ET

 

ADDITIONAL RESOURCES