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Fundamentals of 401(k) and Other Qualified Plans

FIS Relius Education

June 5, 2019 - June 7, 2019

Getting your arms around the many retirement laws and regulations can be overwhelming for new and experienced retirement plan professionals. For practitioners without a foundation in our complex retirement system, practical realities lead to time-wasting searches for answers, lost productivity and mistakes.

FIS has a well-established Fundamentals program (started shortly after ERISA) that has trained thousands of retirement plan practitioners around the country.

Fundamentals of 401(k) and Other Qualified Plans is a 3-day course combining an introduction to 401(k) plans with a comprehensive study of defined contribution plan requirements and challenges of qualified plan administration. Speakers examine the unique administrative and testing rules essential to 401(k) plan compliance and use case studies and presentations to teach attendees how these rules apply to everyday situations.

Fundamentals provides a practical background to help pension professionals who work with these types of plans and offers an opportunity to learn the basics, including the latest changes and regulatory guidance. For new practitioners, Fundamentals is essential learning and an effective way to gain a broad understanding of the landscape. For experienced practitioners, it is an excellent refresher on the basics of qualified plan practice, as well as exposure to the latest new rules and concepts.

Topics include:

  • Automatic Enrollment and Other 401(k) Designs
  • Related Employer and Top-heavy Rules
  • Coverage and Nondiscrimination Testing
  • Roth Deferrals and 401(k) Taxation Issues
  • 401(k) Plan Testing: ADP and ACP Tests
  • Safe Harbor 401(k) Plans
  • Participant Loans and Hardship Distributions
  • Distribution Requirements and Special 401(k) Restrictions
  • Service Provider and Participant Disclosures
  • Deduction and 415 Limits

Taking the ASPPA, NIPA, or ERPA Exams?
Fundamentals is the ideal tool to help you prepare if you are new to the area of retirement plan concepts and terminology. This comprehensive study of retirement plans is presented in a logical and easy-to-understand manner. Leave confident and better prepared for the exams you may face on the way to becoming a retirement plan specialist.

View and print the 2019 Agenda.

Speaker: David Schultz, J.D.

Holiday Inn & Suites Chicago O’Hare - Rosemont
10233 West Higgins Rd.
Rosemont, IL

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