Pass your actual test with our WorldatWork B2 training material at first attempt
Last Updated: Aug 15, 2026
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WorldatWork B2 exam is an important certification for professionals who work in the retirement plan industry. It provides them with the knowledge and skills needed to design and administer effective retirement plans that meet the needs of employers and employees alike. By passing the B2 exam, professionals can demonstrate their expertise and commitment to the retirement plan industry, which can help them advance their careers and increase their earning potential.
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One of the key focuses of the B2 Exam is on plan design considerations. This includes an understanding of the various types of retirement plans, such as defined benefit, defined contribution, and hybrid plans, as well as the factors that go into selecting the right plan for an organization. B2 exam also covers funding considerations, such as contribution limits, vesting schedules, and the role of investment strategies in plan management.
WorldatWork B2 exam is a comprehensive and challenging exam that requires significant preparation and study. However, passing the exam can provide significant career benefits, including increased credibility, recognition, and earning potential in the field of employee benefits.
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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Retirement Plan Fundamentals & Strategic Alignment | 20% | - Aligning plan design with organizational goals - Retirement income needs and sources - Overview of U.S. employer-sponsored retirement plans |
| Topic 2: Fiduciary Responsibilities & Investments | 15% | - ERISA fiduciary duties and liabilities - Investment policy statement and selection - Participant communication and education |
| Topic 3: Plan Administration & Changes | 10% | - Implementing plan amendments and restatements - Working with service providers - Recordkeeping and reporting processes |
| Topic 4: Defined Contribution Plan Design | 30% | - Eligibility, vesting, and contribution limits - 401(k), 403(b), 457(b), and SIMPLE plans - Roth vs pre-tax contribution structures |
| Topic 5: Compliance & Nondiscrimination Testing | 25% | - Corrective actions and reporting obligations - IRS and DOL regulatory requirements - ADP/ACP, coverage, and top-heavy testing |
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