401(k) Plans: Beyond the Basics

FIS Retirement Education

This practical, intermediate, virtual course helps enhance your 401(k) knowledge and provides updates on the most recent 401(k) plan guidance. Incorporating the most recent legal and regulatory changes, the program extends beyond the basics to cover special 401(k) testing rules and design options. We consider many of the practical issues and problem areas for which experienced 401(k) practitioners need to be prepared.

ERISA experts present and teach using realistic case studies, clearly explaining the IRS and Department of Labor rules that govern 401(k) plans and examine 401(k)-specific plan design, administration, and compliance issues. Important new areas of discussion include guidance on the documentation of hardship distributions, new strategies for addressing missing participants, practical implications of the final fiduciary regulations, and other IRS/DOL guidance. Attendees can receive up 810 total minutes or (16) ASPPA, (16) ERPA, (16) NASBA, and (16) NIPA continuing education credit hours.

More Information, How to Register