WorldatWork Retirement Plans - Design Considerations and Administration : B2

  • Exam Code: B2
  • Exam Name: Retirement Plans - Design Considerations and Administration
  • Updated: Aug 27, 2026
  • Q & A: 0 Questions and Answers

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WorldatWork B2 Exam Syllabus Topics:

SectionObjectives
Retirement Plan Types- Defined contribution plans (401(k), 403(b), 457, Roth 401(k))
- SIMPLE plans and other prevalent plan options
Plan Administration- Implementing plan changes and ongoing management
- Key operational components of plan administration
Fiduciary Responsibilities and Investment Guidelines- General investment principles for retirement assets
- Fiduciary duties in retirement plans
Retirement Plan Fundamentals- Employer-sponsored plan objectives
- Retirement income needs and sources
Plan Design Considerations- Plan design alignment with organizational strategy
- Non-discrimination testing and compliance

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