PPC – Professional Plan Consultant®
The PPC (Professional Plan Consultant®) is a retirement-focused designation issued by Fi360, a Broadridge company. It equips professionals with practical knowledge to support plan sponsors, improve participant outcomes, and align with fiduciary best practices under ERISA.
PPC holders develop skills in qualified plan design, fiduciary education, regulatory compliance, and participant communication. The designation supports professionals in retirement plan sales, client education, and fiduciary alignment. It complements credentials like CRPS, CPFA, and CEBS in retirement and benefits domains.
Issuing Body: Fi360 (a Broadridge company)
Focus Areas: Retirement plan consulting, ERISA compliance, fiduciary education, participant outcomes
Insurance Relevance: Highly relevant; supports professionals advising on group retirement plans and fiduciary responsibilities
Cost: Approximately $595 USD (includes training and designation fee)
Duration: 6–8 hours (self-paced online course)
Prerequisites: None; designed for professionals working with qualified retirement plans
Renewal: Annual renewal with 3 CE hours required
