Fundamentals Series 02: Vesting [2017]

FIS Relius Education

Do you need to train someone new? Do you need to brush up on the basics, or to fill in gaps in your knowledge? SunGard’s Fundamentals Series may be just what you need. 16 convenient 1-hour web seminars provide the information a pension practitioner needs to function effective in the modern 401(k) world. Pick and choose the topics you need, or participate in the entire series: the choice is yours.

Fundamentals Series 02: Vesting [2017]

Vesting is a key part of retirement education, but it has many elements that are easily overlooked. Remarkably few experienced practitioners really understand the vesting break-in-service rules or fully know how to credit service for rehired participants. How do you know the vested percentage of a participant’s account?

This program provides a thorough discussion of the vesting rules. With clear examples, insightful analysis, and detailed explanations, you will learn all you need to know about how much a participant owns of a 401(k) account.

Topics include:

• Vesting schedules
• Vesting service
• Transitioning to faster vesting
• Forfeitures
• Repayment
• Rehired participants
• Vesting amendments
• Anti-cutback
• Change in fiscal years
• Normal Retirement Age
• USERRA

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