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Spring 2009 Retirement Benefits Company/Sponsor Perspective (CSP) Exam

Welcome to the Retirement Benefits CSP Exam home page! Please review all of the information and links provided below.

Retirement Benefits CSP is a written–answer examination offered in the spring of each year. Both a U.S. and Canadian version of the exam are administered, each of which has its own reading list.

The syllabus for this exam develops the candidate's ability to analyze retirement plan design, valuation, funding and accounting, both in general and as it applies to a particular situation. Specific topics include risks to employers and employees of specific plan designs, the application of a specific plan design to achieve a plan sponsor's goals, financial accounting requirements for retirement plans, evaluation of financial risks associated with retirement plans and methods to mitigate such risk, the effect of regulation, and professional standards of practice.

This exam is required for candidates seeking to complete the Retirement Benefits specialty track for Fellowship.

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    • Exam CSP–RU (U.S.)

Date: Friday, May 1, 2009
Time: 8:30 a.m.–1:15 p.m.
(Includes read–through time)

    • Exam CSP–RC (Canada)

Date: Friday, May 1, 2009
Time: 8:30–11:45 a.m. and 1:30–4:45 p.m.
(Includes read–through time)

 

    • Deadlines

Registration: Wednesday, March 25, 2009
Refund/Cancelation: Thursday, April 30, 2009

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  • Admission to Examination Center
  • Acknowledgement Letter
  • Approved Calculators
  • Food and Beverage in Exam Room
  • Signature on Examination Answer Sheets and Envelopes
  • Bilingual Examinations in Canada
  • Arrangements for Candidates with Disabilities
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  • Frequently Asked Questions
  • Purpose of Learning Objectives/Outcomes
  • Study Methods
  • Suggestions for Taking Written–Answer Examinations
  • Use of the Case Study
  • Review Seminars and Workshops
  • Distributors of Textbooks and Study Manuals
 
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