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:
- Read the QKA® Candidate Handbook.
- Have three years of experience in the retirement field or complete the Retirement Plan Fundamentals (RPF) course.
- Pass the QKA-1 Plan Management exam.
- Pass the QKA-2 Testing & Compliance exam.
- Apply for ASPPA credentialed membership.
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.
Enrollment Instructions:
1. Purchase QKA-1 (Plan Management) and/or QKA-2 (Testing & Compliance)
2. Go to araeducation.learnupon.com
3. Type in your username and password
4. Type in the enrollment code for the classroom you wish to attend
Spring QKA-1 Virtual Classroom
Registration Closed
Part 1: Wed., March 22 | 2 p.m.–2:50 p.m. ET
Part 2: Wed., April 5 | 2 p.m.–2:50 p.m. ET
Part 3: Wed., April 19 | 2 p.m.-2:50 p.m. ET
Part 4: Wed., May 3 | 2 p.m.-2:50 p.m. ET
Spring QKA-2 Virtual Classroom
Registration Closed
Part 1: Thurs., March 23 | 2 p.m.–2:50 p.m. ET
Part 2: Thurs., April 6 | 2 p.m.–2:50 p.m. ET
Part 3: Thurs., April 20 | 2 p.m.-2:50 p.m. ET
Part 4: Thurs., May 4 | 2 p.m.-2:50 p.m. ET
Fall QKA-1 Virtual Classroom
Enrollment Code: Fall2023QKA1Bootcamp
Registration Closes: 9/19/23, 11:59PM ET
Part 1: Wed., September 20 | 2 p.m.–2:50 p.m. ET
Part 2: Wed., October 4 | 2 p.m.–2:50 p.m. ET
Part 3: Wed., October 18 | 2 p.m.-2:50 p.m. ET
Part 4: Wed., November 1 | 2 p.m.-2:50 p.m. ET
Fall QKA-2 Virtual Classroom
Enrollment Code: Fall2023QKA2Bootcamp
Registration Closes: 9/20/23, 11:59PM ET
Part 1: Thurs., September 21 | 2 p.m.–2:50 p.m. ET
Part 2: Thurs., October 5 | 2 p.m.–2:50 p.m. ET
Part 3: Thurs., October 19 | 2 p.m.-2:50 p.m. ET
Part 4: Thurs., November 2 | 2 p.m.-2:50 p.m. ET
ADDITIONAL RESOURCES