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Who should attend 401(k) Plans: The Basics And Beyond
This seminar is designed for human resource managers, attorneys, controllers, CPAs, plan administrators, enrolled agents, payroll professionals, financial planners and insurance professionals.
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401(k) Plans: The Basics And Beyond  

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This seminar is designed for human resource managers, attorneys, controllers, CPAs, plan administrators, enrolled agents, payroll professionals, financial planners and insurance professionals.

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Seminar Summary:

This day long seminar is designed to significantly increase your knowledge regarding 401(k) plans and to provide you with all of the fundamental basic information you need to know to work with these plans. (see full course description)

 
 

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Training Course Syllabus:


This seminar is designed for human resource managers, attorneys, controllers, CPAs, plan administrators, enrolled agents, payroll professionals, financial planners and insurance professionals.

This day long seminar is designed to significantly increase your knowledge regarding 401(k) plans and to provide you with all of the fundamental basic information you need to know to work with these plans.

Topics to be discussed include:

• Tax Qualified Plans

• Basic Requirements For Tax Qualification

• Administration And Compliance

• Distributions

• Investment Responsibility And Other Fiduciary Issues

• Participant Claims Under ERISA

8:30 a.m. - 9:30 a.m.

I. Overview Of Tax Qualified Plans

A. Defined Contribution And Defined Benefit Plans

B. Application Of ERISA To Tax-Qualified Plans

C. State Law Considerations

D. 401(k) Plan History

E. Advantages Of 401(k) Plans

9:30 a.m. - 10:30 a.m.

II. Basic Requirements For Tax Qualification

A. Eligibility

B. Contributions And “Annual Additions”

C. Vesting

D. Non-Discrimination In Coverage, Contributions, Rights And Features

E. Design Options And Issues

1. Non-Safe Harbor And Safe Harbor 401(k) Plans

2. Service Issues

3. Vendor Selection

4. Cost Estimates

10:30 a.m. - 10:40 a.m.

Break

10:40 a.m. - 11:40 a.m.

III. Administration And Compliance

A. Disclosure

B. Reporting

C. Routine Administration

11:40 a.m. - 12:40 p.m.

Lunch (On Your Own)

12:40 p.m. - 2:00 p.m.

IV. Distributions

A. Restrictions

B. Hardships

C. Required Minimum Distributions

D. Rollovers

E. Loans

F. Qualified Domestic Relations Orders

2:00 p.m. - 3:00 p.m.

V. Investment Responsibility And Other Fiduciary Issues

A. Who Is A Fiduciary?

B. Investment Duties – Who Has Them?

C. Selecting Investment Options

D. Participant Directed Accounts And ERISA 404(c)

E. Trends

3:00 p.m. - 3:10 p.m.

Break

3:10 p.m. - 4:10 p.m.

VI. Participant Claims Under ERISA

A. Claims To Expect

B. Appeal Procedures

C. Recent Litigation Issues

4:10 p.m. - 4:30 p.m.

VII. Questions And Answers

Seminar Summary:

This day long seminar is designed to significantly increase your knowledge regarding 401(k) plans and to provide you with all of the fundamental basic information you need to know to work with these plans. (see full course description)

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