Overview
The Qualified 401(k) Specialist (QKS) credential program equips retirement plan professionals with essential knowledge and skills for managing and selling defined contribution (DC) plans.

Who It’s For
Designed for salespeople, wholesalers, client relationship managers, and other client-facing professionals in the retirement plan industry that is not compliance based.

What It Takes
Complete the Retirement Plan Fundamentals certificate or have three years of experience, pass the QKS final exam, and apply for the credential.

Content
The QKS program includes 14 online modules, a practice exam, and a final proctored exam.

Exam Information
The QKS exam is delivered using a proctored online examination system. The exam consists of 75 multiple-choice questions. Candidates have 2½ hours to complete the exam.