WorldatWork B2 Exam Details & Actual Exam Questions

Exam Code/Number: B2
Exam Name/Title: Retirement Plans - Design Considerations and Administration
Certification Provider: WorldatWork
Corresponding Certification: WorldatWork Other Certification

Certification Level: Intermediate

WorldatWork Retirement Plans - Design Considerations and Administration Exam Questions

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WorldatWork B2 Exam Overview:

Certification Vendor:	WorldatWork
Exam Name:	Retirement Plans - Design Considerations and Administration
Exam Number:	B2
Related Certifications:	GRP® CCP®
Available Languages:	English
Real Exam Qty:	75
Exam Price:	$400 (Members), $600 (Non-Members)
Exam Format:	Multiple-choice questions
Exam Duration:	120 minutes
Passing Score:	75%
Certificate Validity Period:	3 years (requires recertification every 3 years)
Recommended Training:	Official B2 Course
Exam Registration:	Pearson VUE Scheduling WorldatWork Registration
Exam Way:	Online proctored via Examity or onsite at Pearson VUE testing centers
Pre Condition:	No formal prerequisites; background in HR, benefits, or compensation recommended
Official Syllabus URL:	https://worldatwork.org/courses/retirement-plans-design-considerations-and-administration

WorldatWork B2 Exam Syllabus Topics:

Section	Weight	Objectives
Topic 1: Defined Contribution Plan Design	30%	- Eligibility, vesting, and contribution limits - Roth vs pre-tax contribution structures - 401(k), 403(b), 457(b), and SIMPLE plans
Topic 2: Retirement Plan Fundamentals & Strategic Alignment	20%	- Retirement income needs and sources - Overview of U.S. employer-sponsored retirement plans - Aligning plan design with organizational goals
Topic 3: Plan Administration & Changes	10%	- Recordkeeping and reporting processes - Implementing plan amendments and restatements - Working with service providers
Topic 4: Compliance & Nondiscrimination Testing	25%	- ADP/ACP, coverage, and top-heavy testing - IRS and DOL regulatory requirements - Corrective actions and reporting obligations
Topic 5: Fiduciary Responsibilities & Investments	15%	- Investment policy statement and selection - Participant communication and education - ERISA fiduciary duties and liabilities