This class provides a general overview of all elements of managing and administering a 401(k) plan for your employees. We will cover ERISA, Department of Labor (DOL) and Internal Revenue Service (IRS) requirements as well as essential information to guide you in managing the investment funds in your plan.
Who Should Attend
Anyone who has responsibility for managing or administering their 401(k) plan, including those involved with tasks such as payroll deductions, benefits enrollments and investment selections.
- How plans are designed and implemented
- Compliance concerns and how to avoid issues
- Investment options and appropriate oversight and due diligence
- The latest legislative updates as well as ERISA, DOL, IRS and fiduciary requirements.