- January 14, 2021 | 2:00 PM ET
- Duration: 2 Hours
- Continuing Education Credits: 2
- Level: Beginner
Whether you are new to the qualified retirement plan field or just need a refresher on the rules applicable to 401(k) plans, this webcast series is for you!
This webcast series focuses solely on the unique aspects and features of 401(k) plans which are imperative to retirement plan practitioners.
Topics covered in Session 1 include:
- Introduction to 401(k) Plans
- Popular plan designs
- Plan documents and IRS approval
- Eligibility, coverage, and vesting rules
- Plan communication and participant enrollment
- Deduction rules
- January 28, 2021 | 2:00 PM ET
- Duration: 2 Hours
- Continuing Education Credits: 2
- Level: Beginner
Whether you are new to the qualified retirement plan field or just need a refresher on the rules applicable to 401(k) plans, this webcast series is for you!
This webcast series focuses solely on the unique aspects and features of 401(k) plans which are imperative to retirement plan practitioners.
Among the topics that are covered in Session 2:
- Limitations on contributions
- Compensation definitions
- Determining "highly compensated employees"
- Application of the nondiscrimination rules, including ADP/ACP testing
- Safe harbor and automatic enrollment plans, including QACAs and EACAs
- Top heavy plan requirements
- Loans, distributions and taxation
- And much more!
- February 4, 2021 | 2:00 PM ET
- Duration: 2 Hours
- Continuing Education Credits: 2
- Level: Beginner
Whether you are new to the qualified retirement plan field or just need a refresher on the rules applicable to 401(k) plans, this webcast series is for you!
This webcast series focuses solely on the unique aspects and features of 401(k) plans which are imperative to retirement plan practitioners.
Among the topics that are covered in Session 3:
- Fiduciary concerns, including timely deposits of elective deferrals
- Plan investments and participant direction
- Form 5500 and other government filing requirements
- Terminating a 401(k) plan
- IRS/DOL correction programs
• Individual Classes: $/class ($/class for ASC clients)
• Full Series Discount: When you sign-up for all classes the cost for the series is $ ($ for ASC clients)
Each webcast in the series qualifies for 2 hours of Continuing Education Credits for ERPA, NIPA, ASPPA, Enrolled Agent and JBEA.
