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Designing a Successful Defined Contribution Plan




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About This Course:

One of the biggest challenges in designing a successful Defined Contribution Plan is that no single approach is right for all organizations. In this course, expert instructor Stacy Schaus explains the flexibility plan sponsors and advisors have when designing plans that best fit their organizations and their people. This course covers all elements of successful DC plan design including:

  • Governance
  • Behavioral Research
  • Investment Structures
  • Retirement Income
  • + More!


Course Details


Who Can Benefit?: Duration & Completion: Continuing Education Credits:
  • Plan Fiduciaries & Committee Members
  • HR and Benefits Professionals
  • CFO and Finance Professionals
  • Business Owners
  • Advisors and Retirement Professionals
  • Anyone looking to design and implement a successful Defined Contribution Plan
  • 3-4 Hours with Eight Modules + Exam
  • Self-Paced Online Course - QAS Self Study
  • Basic - No Prerequisites or Preparation Required
  • Covers 401(k), 403(b), and DB Plans of any size

Approved for Certified CE Credits:

4 Hours HRCI General

4 Hours SHRM-PDC

3 Hours CFP Credits

Course Curriculum


  Module 7 - “Do-it-myself” Tier: Brokerage Considerations & Case Studies
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  Module 8 - Retirement Income Solutions
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  Exam
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  Student Feedback
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Your Instructor


Stacy Schaus, CFP®
Stacy Schaus, CFP®

Stacy Schaus is currently Founder and CEO of the Schaus Group LLC, an independent consulting firm dedicated to serving retirement plan fiduciaries. She is also the Chair of the Employee Benefit Research Institute and an editorial board member for the Journal of Retirement and Retirement Management Journal.

Previously, Ms. Schaus was an Executive Vice President at PIMCO where she launched the Defined Contribution Practice. She also served as a fiduciary on both the investment and administrative committees for the Allianz Asset Management of America L.P. 401k Savings and Retirement Plan.

While at PIMCO, Ms. Schaus helped drive the custom target-date strategy movement (over $430 billion U.S. AUM industrywide), including publishing a book on Designing Successful Target-Date Strategies (Wiley 2010), running national campaigns, and founding the Defined Contribution Institutional Investment Association to bring together professionals with a shared objective of improving retirement security.

Prior to joining PIMCO, she was a partner at Hewitt Associates and the founder and president of Hewitt Financial Services, which included leading the defined contribution investment consulting and research as well as brokerage, mutual fund, and personal finance areas. She began her career at Merrill Lynch Capital Markets.

Ms. Schaus holds an MBA in Finance/International Business from the Stern School of Business at New York University and an undergraduate degree from the University of California, Santa Barbara. She is a Certified Financial Planner professional. She has published 11 books on defined contribution and investment management, including Successful Defined Contribution Investment Design (Wiley 2017).


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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