401K Plans: Beyond the Basics OnDemand Training Seminar
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Who should attend 401K Plans: Beyond the Basics OnDemand Training
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.
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training seminar 401K Plans: Beyond the Basics OnDemand Training
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.
This topic will go over the history of DC Plans and 401k and what parts are to be implemented. (see
full course description)
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Training Course
Syllabus:
Learn about the latest issues and trends with 401K and Defined Contribution Plans.
Many employers have spent hundreds of hours and are now inundated with additional administrative paperwork and tasks for retirement planning. Now there have been new techniques and communication strategies that have to be done each year. Do you need to hire a consultant or attorney to know what to do next? This topic will go over the history of DC Plans and 401k and what parts are to be implemented. Timelines and websites with information on future forms and filings will be provided. You will save hundreds of hours and money after learning this information.
Runtime: 89 minutes
Agenda:
Introduction on What Are 401 and DC Plans
What Laws and Parts of 401k Could Be Changed
What Communication Needs to Be Done
Do You Need to Hire an Attorney or Consultant to Comply With Retirement Regs?
What About the Growth of DC Plans?
The Basics,/li>
What Steps Can an Employer Implement to Avoid Problems? Is It Tax Deductible?
Can These Tactics Work?
What Is the Future of 401k?
Advanced Techniques
The Future Trends in Retirement
10 Tax Savings Strategies for Benefits
Credits
This course was last revised on September 8, 2017.
SHRM 1.25 Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.25 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org
This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.
Seminar Summary:
This topic will go over the history of DC Plans and 401k and what parts are to be implemented. (see
full course description)
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