Program Details

Beginning with an overview of the legal and regulatory framework that serves as the foundation for 401(k) plans and an overview of the various players that must work together to ensure a plan's success, the program then addresses the broad spectrum of operational and compliance issues that arise in t he life cycle of a 401(k) plan – from plan establishment of a 401(k) plan to plan termination. Key topics addressed in the program include popular 401(k) plan design options, plan establishment procedures, eligibility and vesting calculations, contribution and deduction limits, compliance testing, distribution and loan options, government reporting, and plan corrections strategies.