Managing Your 401(k) Plan: A Day in the Life of a Healthy 401(k)

Lorman Education Services

Ensure all parties are fulfilling their obligations under ERISA and that your organizations 401(k) program is running smoothly.

Are you overwhelmed by the complexities involved in maintaining a 401(k) plan for your employees and confused as to what role your service providers play and wondering why at certain times, it feels like your 401(k) plan is taking over your life?

This program will help you understand what role you, your organization and the plan’s third party service providers play in the maintenance of a 401(k) plan. The information also provides guidance through discussion of best practices to enable you to improve your management of your 401(k) plan and its third party service providers.

This topic is critical for employers so they can ensure that all parties are fulfilling their obligations under the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code. It will also give you tips to use so that you can plan for the regular, ongoing duties you must fulfill to ensure your organization’s 401(k) runs smoothly and serves the goals of your organization.

Learning Objectives:

• You will be able to define the various roles involved in maintaining a 401(k) plan.
• You will be able to describe best practices for administering your 401(k) plan.
• You will be able to discuss the various roles involved in maintaining a 401(k) plan.
• You will be able to explain how to manage the complexities of maintaining a 401(k) plan.

Faculty:  Patricia Beaty, Shareholder, Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

More Information, How to Register