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Table Of Contents

401(k) Training & Certification Program

Design & Implementation:
  • Introduction To Qualified 401(k) Plans
  • Eligibility & Coverage Requirements
  • lan Design & Documentation
  • Plan Investments
  • Communication & Enrollment
  • Vesting
Administration:
  • Compliance With The Nondiscrimination Rules
  • Top-Heavy 401(k) Plans
  • Distributions & Taxation
  • Plan Expenses
  • Reporting Requirements
Other Issues
  • Fiduciary Responsibility
  • Amendments, Terminations, and Plan Mergers

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