401k training

[Guest Carlos Rivera]

Can anyone help me to identify an appropriate training course/seminar for staff who need to learn the basics of 401k plan administration. I'm speaking of a primer that literally will start with the ABC's on up. Thanks.

[Medusa]

Corbel puts on a two day seminar called "Introduction to 401(k)". You might check out their website http://www.corbel.com/events/events.asp

[stephen]

We use the PA-1 manuals from ASPA. They cover all of the basics and give you permission to make copies of the manual for in-house use.

Each spring we hold a PA-1 class for all new staff members. The class meets every other week and covers 4 chapters per class. At the end of the class we give all of the students the option to take the exam and get the PA-1 certificate.

The cost for the PA-1 is $250 plus shipping and copying costs. Much cheaper than sending employees to a conference. I think you can get the PA-1A on-line at http://www.aspa.org

I believe Corbel also has an Introduction to ERISA 3 day class that covers the basics. (When I attended the class it was Pension Publications of Denver.)

[Medusa]

Another thought I had is to check out Pension Edunet. I don't know what they have scheduled currently but if you have a number of employees you are attempting to train, an option might be the on-site training they offer.