- Type Certification
- Level Intermediate
- Cost Paid
401(k) Rollover Specialist (k)RS™
The 401(k) Rollover Specialist (k)RS™ credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise, and commitment to assisting clients with rollovers. Wealth management and retirement plan advisors who earn the (k)RS™ credential demonstrate the expertise required to comply with law changes for recommending rollovers from plans to individual retirement accounts (IRAs), from plan to plan, and from IRA to IRA.
- Type Certification
- Level Intermediate
- Cost Paid