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WorldatWork B2 exam : Retirement Plans - Design Considerations and Administration

B2 Exam Questions
  • Exam Code: B2
  • Exam Name: Retirement Plans - Design Considerations and Administration
  • Updated: Jul 26, 2026
  • Q & A: 0 Questions and Answers

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About WorldatWork B2 Exam Guide

WorldatWork B2 exam is a highly respected certification program in the field of retirement plans design and administration. B2 exam is designed to validate the knowledge and expertise of professionals who are involved in designing and managing retirement plans for their organizations. The B2 exam covers a wide range of topics pertaining to the design, implementation, and administration of retirement plans, and it is recognized as a benchmark for excellence in the retirement planning industry.

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The WorldatWork B2 exam covers a broad range of topics, including defined benefit and defined contribution plans, plan design, plan funding, compliance requirements, and plan administration. It also covers different types of retirement plans, such as 401(k), 403(b), and 457 plans, and provides an in-depth understanding of the differences between them.

The B2 certification exam is divided into two parts: a multiple-choice exam and a case study exam. The multiple-choice exam covers topics such as plan design, fiduciary responsibilities, plan funding, and plan administration. The case study exam is designed to test a candidate’s ability to analyze and solve complex retirement plan problems. The case study exam provides candidates with a real-life scenario and asks them to provide solutions based on their knowledge and expertise.

WorldatWork B2 Exam Syllabus Topics:

SectionObjectives
Plan Administration- Implementing plan changes and ongoing management
- Key operational components of plan administration
Fiduciary Responsibilities and Investment Guidelines- General investment principles for retirement assets
- Fiduciary duties in retirement plans
Retirement Plan Types- Defined contribution plans (401(k), 403(b), 457, Roth 401(k))
- SIMPLE plans and other prevalent plan options
Plan Design Considerations- Non-discrimination testing and compliance
- Plan design alignment with organizational strategy
Retirement Plan Fundamentals- Retirement income needs and sources
- Employer-sponsored plan objectives

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