TGPC Exam

The TGPC: Tax-Exempt and Governmental Plan Consultant  Exam consist of 60 multiple choice questions covering 16 topic areas. Candidates will receive 2½ hours to complete the exam.

The 16 topic areas are: 

• Plan Options for Tax-Exempt and Governmental Employers
• 403(b) Plans - Plan Eligibility
• 403(b) Employee and Employer Contributions
• 403(b) Distributions and Rollovers
• Contract Exchanges and Plan-to-Plan Transfers
• Participant Loans and Hardships
• Plan Document, Annuity, and Custodial Account Basics
• ERISA 403(b) Plan Requirements
• Fiduciary Standards and Responsibilities for 403(b) Plan
• Understanding Plan Fees
• Nondiscrimination Requirements
• 457(b) Plans
• 457(f) Plans
• 401(a) Governmental Plans
• Religious Organizations
• Ethics and Professional Responsibility

 

Register for the TGPC Exam

Candidates preparing for the TGPC exam should have the knowledge of materials covered in the Tax-Exempt & Governmental Plan Administration program. In addition to testing the knowledge of the materials included in the TGPC syllabus, the TGPC examination is intended to test the candidate's knowledge of the underlying principals and the candidate's ability to apply those principals when solving problems encountered in practice. 

Download the full syllabus for the TGPC Program. Anyone seeking to take this program should read the NTSA CE Policy and NTSA Exam Policy.

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Exam Preparation

 

• The TGPC Online Prep Course
• The Source , For 403(b) & 457(b) Plans:  PDF version | Print Version 

 

Supplementary Material

 

• TGPC Practice Exam

 

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Exam Scoring

Candidates will receive a grade immediately upon completing the exam.

 

Candidates who pass the examination will receive a 9, 8, or 7.  Candidates who fail to achieve a passing score will receive a 6, 5, or 3(N). Historically, the minimum passing score has remained near the 70% mark. Please note, this passing mark can vary and is adjusted depending on the exam difficulty as NTSA updates exam forms. Candidate exam details, official cut scores, and performance on individual exam questions are not released beyond this provided information. 

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Exam Registration

 

Register for the exam here.

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Continuing Education (CE) Credits

Candidates who have successfully completed a proctored examination can earn up to 20 CE credits depending on the score received. Credits will be applied to the CE cycle in which the score is issued. For more information on examination, CE credits click here.

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Grandfathering Rules

Master Certified Retirement Specialist (MCRS)

An MCRS will need to complete the credentialed membership application to apply for the TGPC credential (you will be notified when the credential is awarded).