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Basics of 401(k) Plans - Session 2


Feb. 2, 2017
Recorded Online
Webcast Series: The Basics of 401(k) Plans

What Every Retirement Professional Needs to Know!

401(k) plans are by far the most popular type of tax qualified plan that employers use to provide retirement benefits to their employees. Knowing the basic rules applicable to 401(k) plans is imperative for any retirement plan practitioner.

In our Basics of 401(k) Plans course, through a series of three 2-hour webcasts, we will discuss the basic 401(k) plan rules that every practitioner needs to know. Whether you are new to the qualified retirement plan field or just need a refresher on the rules applicable to 401(k) plans, this course is for you.

Session 1, Jan 19, 2017

  • 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
Session 2, Feb 2, 2017
  • 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
Session 3, Feb 16, 2017
  • 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
All classes are available via live or recorded webcast. All classes are IRS approved and qualify for 2 hours of CE credit for ERPA, NIPA, ASPPA, JBEA Non-Core and Enrolled Agent. This webcast series is geared to all levels.

Join industry expert and ERISA attorney, John Griffin, J.D., LL.M., for the webcast. John has over 35 years’ experience in the employee benefits field, including training and consulting with top firms in the industry. John will answer all questions after the webcast.

More Information, How to Register

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