401(k) Essentials For Professionals Seminar training classes conferences & workshops presented by Lorman Education Seminars register for training on FindaSeminar.com

Home

Add your seminars

Training Calendar Creator Seminar Venues Training Provider Directory
 

New Seminar Search:  

 
find similar training...
Search by state...
Email this event ...

Customer Support


Do you need help finding the right class, date, or location or other assistance?

Request information about upcoming training seminars workshops and conferences in   and other cities listed on FindaSeminar.com Submit a support request and receive a prompt reply.

We guarantee this Lorman Education Seminars training seminar

We are an authorized partner of Lorman Education Seminars

 

Price protection. The price to attend 401(k) Essentials For Professionals is set by the training providerThere is no added charge for our services.

We honor most training provider coupons
*.   Call  a representative to see if your discount coupon applies.


Privacy. Your personal information won't be shared with anyone but the training provider Lorman Education Seminars.


Security. When you register for this seminar on FindaSeminar.com your personal data and payment information is safely collected and processed using secure SSL encryption technology.

Flexibility. FindaSeminar.com offers you three ways to register for 401(k) Essentials For Professionals seminar by Lorman Education Seminars.
Register online, by phone, or fax.
Who should attend 401(k) Essentials For Professionals
This seminar is designed for human resource managers, controllers, CPAs, benefits administrators, payroll professionals, presidents, vice presidents, enrolled agents, business and office managers, financial planners, banking executives, insurance professionals and attorneys.
Reviews
Write and read Lorman Education Seminars reviews and reviews about the training seminar 401(k) Essentials For Professionals on the Seminar News Network and the Training News Network.
 

Frequently asked questions and registration options for the training seminar 401(k) Essentials For Professionals

 
Find Training Near You
Use our clickable map to find training near you
Use Our Clickmap
 
Education and training domain names

Education and training news articles

hotel seminars meeting space directory
hotel meeting space training facilities restaurant and lodging

 

401(k) Essentials For Professionals  

 Email information about this seminar 401(k) Essentials For Professionals by Lorman Education Seminars to yourself your manager or associates Email this event... View and register for other training seminars like 401(k) Essentials For Professionals by Lorman Education Seminars on FindaSeminar.com Find similar training.. Find and register for other training seminars by Lorman Education Seminars on FindaSeminar.com Other seminars from Lorman Education Seminars

By:

training seminars by Lorman Education Seminars Lorman Education Seminars   

For:

This seminar is designed for human resource managers, controllers, CPAs, benefits administrators, payroll professionals, presidents, vice presidents, enrolled agents, business and office managers, financial planners, banking executives, insurance professionals and attorneys.

Cost:   

see Registration info for seminar cost, group discount etc.

Seminar Summary:

This day-long seminar is designed to give participants a thorough overview of the intricacies of 401(k) plans. (see full course description)

 
 

 Seminar / Training class dates & locations

 

No seminar dates for this event are currently scheduled.  Please use the seminars search box above or choose one of the following additional training search options to find similar training.

401+401k+401%2Dk+401%28k%29 training seminars workshops conferences online training

Providers course catalog

Find seminars by state

Find seminars by city

Request on site training

Use Advanced Search

NEW  Don't miss training you want to attend

Receive a personal Training Alert when training you want to attend comes to your area. Create a personal Training Alert now  it's Free and only takes a minute!


 

 
 

 

share this page 

print the agenda print agenda for the 401(k) Essentials For Professionals seminar

 

 

Training Course Syllabus:


This day-long seminar is designed to give participants a thorough overview of the intricacies of 401(k) plans. Practitioners, plan administrators, recordkeepers, attorneys, accountants, consultants, trust officers, actuaries and human resource professionals will benefit from the expertise and knowledge of our guest speakers who will be sharing hands-on, practical experience. Comprehensive coverage of all the terminology you need to know will enhance this seminar experience.

Topics to be discussed will include the following:

  • Introduction To 401(k) Plans
  • Eligibility And Enrollment
  • Contributions
  • Compliance Testing
  • Distributions
  • Selecting Service Providers
  • Plan Investments And Plan Costs
  • Plan Design
  • Amendment, Merger Or Termination
  • ERISA Fiduciary Issues
  • ERISA Reporting And Disclosure Requirements

8:30 a.m. - 8:45 a.m.

I. Introduction To 401(k) Plans

8:45 a.m. - 10:15 a.m.

II. Eligibility And Enrollment

A. 'Employee' Classification

B. Eligibility Options and Requirements

C. Enrollment

D. Other Related Issues

III. Contributions

A. Elective Deferrals

B. Employee After-Tax

C. Catch Up

D. Matching

E. Employer Nonelective

IV. Compliance Testing

A. Coverage Testing

B. ADP/ACP Nondiscrimination Testing

C. 401(a)(4) Nondiscrimination Testing

D. Top Heavy Testing

V. Distributions

A. Vesting And Forfeiture

B. Termination Of Service

C. In-Service Withdrawals

D. Loans

E. Death Benefits

F. Required Minimum Distributions

G. QDROs

H. Rollovers

10:15 a.m. - 10:25 a.m.

Break

10:25 a.m. - 11:55 a.m.

VI. Selecting Service Providers

A. Types Of Service Providers

B. Bundled vs. Unbundled

C. Annuity vs. Mutual Fund

D. Criteria For Selection

VII. Plan Investments

A. Investment Policy Statement

B. Trustee vs. Participant Directed

C. Investment Manager Selection

D. Investment Choices

E. Other Investment Issues

VIII. Plan Costs

A. Record Keeping

B. Administration

C. Trust Services

D. Asset Based Fees

E. Other Costs

11:55 a.m. - 12:15 p.m.

IX. Questions And Answers

12:15 p.m. - 1:15 p.m.

Lunch (On Your Own)

1:15 p.m. - 1:40 p.m.

X. Plan Design

A. Sponsor Objectives

B. Contributions

C. Eligibility And Vesting

D. Distributions

E. Safe Harbor Plans

F. Simple Plans

G. Other Special Designs

H. Plan Documents

1:40 p.m. - 3:20 p.m.

(Break 2:30 p.m. - 2:40 p.m.)

XI. Amendment, Merger Or Termination Of 401 (k) Plans

A. What It Takes To Amend A 401 (k) Plan

B. When Amendments Are Required

C. The Involvment Of 401 (k) Plans In Corporate Acquisitions (And Specifically The Practical And Legal Issues Relating To The Merger, Consolidation Or Termination Of Plans)

D. Plan Termination Requirements

E. Fiduciary Concerns

3:20 p.m. - 3:45 p.m.

XII. ERISA Fiduciary Issues

A. Who Is A Fiduciary?

B. Fiduciary Duties

C. Co-Fiduciary Duties

D. Fiduciary Liability

E. 404(c) Protection

3:45 p.m. - 4:15 p.m.

XIII. ERISA Reporting And Disclosure Requirements

A. Summary Plan Description

B. Summary Annual Report

C. Other Disclosure Obligations

D. Annual Report (Form 5500)

E. Other Reporting Requirements

4:15 p.m. - 4:30 p.m.

XIV. Questions And Answers

Seminar Summary:

This day-long seminar is designed to give participants a thorough overview of the intricacies of 401(k) plans. (see full course description)

print this agenda print agenda for the 401(k) Essentials For Professionals training seminar

 view dates and locations for this seminar

 

 

     
 

 
     

 

  Also try the advanced seminar search tool

   FindaSeminar HomeComputer Training

unix training
training classes

 © 2002-2014 FindaSeminar.comô All Rights Reserved.  Terms of Use |  Privacy Policy |  Training News Network

   

Custom Search