Fundamentals of Qualified Plans

FIS Retirement Education

Are you struggling to train your team in a virtual and busy environment?  Do you need to train someone new to the industry? Do you need to brush up on the basics, or to fill in gaps in your knowledge? We have the solution.  FIS’s Fundamentals of Qualified Plans is a 5-day live, online course combining an introduction to 401(k) plans with a comprehensive study of defined contribution plan requirements and the challenges of qualified plan administration.

Getting your arms around the many retirement rules can be challenging for new and current employees. Practitioners who lack a foundational understanding of our complex retirement system spend considerable time searching for answers, resulting in lost productivity and mistakes.  FIS’s well-established Fundamentals program (started shortly after ERISA) has trained thousands of retirement plan practitioners around the country. 

FIS's presenters 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 download comprehensive outlines, including the latest changes and regulatory guidance. For new practitioners, Fundamentals is essential learning. For experienced practitioners, it is an excellent refresher on the basics of qualified plan practice, as well as exposure to the latest new concepts. 

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