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WorldatWork B2 Exam Overview:
| Certification Vendor: | WorldatWork |
|---|---|
| Exam Name: | Retirement Plans - Design Considerations and Administration |
| Exam Number: | B2 |
| Real Exam Qty: | 80 |
| Certificate Validity Period: | N/A (retained as part of CBP credential status) |
| Exam Format: | Multiple Choice Knowledge-Based Questions |
| Exam Duration: | 120 minutes (2 hours) |
| Available Languages: | English |
| Related Certifications: | Certified Benefits Professional (CBP®) |
| Passing Score: | 75% or higher |
| Exam Price: | See official WorldatWork pricing (varies by member/non-member and region) |
| Exam Way: | Online proctored/On-site via PSI testing delivery |
| Pre Condition: | None officially required to sit the exam; recommended to complete related course |
| Official Syllabus URL: | https://worldatwork.org/courses/retirement-plans-design-considerations-and-administration |
WorldatWork B2 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Plan Design Considerations | - Plan design alignment with organizational strategy - Non-discrimination testing and compliance |
| Retirement Plan Fundamentals | - Retirement income needs and sources - Employer-sponsored plan objectives |
| Plan Administration | - Key operational components of plan administration - Implementing plan changes and ongoing management |
| Retirement Plan Types | - Defined contribution plans (401(k), 403(b), 457, Roth 401(k)) - SIMPLE plans and other prevalent plan options |
| Fiduciary Responsibilities and Investment Guidelines | - General investment principles for retirement assets - Fiduciary duties in retirement plans |
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