Learn Key 401(K) Compliance Processes And Procedures!

Already used by many of the country's Third Party Administrators, the program provides detailed analysis - in plain English - of your organization's compliance responsibilities. You will learn everything from the basics to advanced concepts, and will receive answers to your questions regarding 401(K) design, administration, and compliance.

WHAT'S INCLUDED:

>>>The 401(K) Training & Certification Program

Our 401(k) Plan Training & Certification Program is loaded with information on plan design, administrative options, and compliance requirements on the many and complex 401(k) rules.

More than just a read-along format typical in printed books, the course includes numerous examples, "Administrative Tips", and "Procedural Recommendations", as well as scenario-based, multiple choice interactive quizzes (with answer rationale provided) that test your ability to apply the correct procedures and processes learned during training that are key to 401(K) administration. And when you have completed the course, you can test to earn a "Certified 401(k) Administrator" designation.

By taking this course, you will learn:

• What documentation is required to implement and operate a 401(k) plan
  
• Which employees can be specifically included or excluded from plan participation
  
• How to properly handle loans, distributions, vesting, and taxation
  
• How to properly administer plan forfeitures
  
• To understand and comply with non-discrimination rules and/or perform non-discrimination tests
  
• What fiduciary responsibilities your organization has to comply with annual reporting requirements

>>> The 401(K) Procedures Manual

The 401(K) Procedures Manual includes all of the training content included in our 401(K) Training & Certification Program, and also includes search capabilities and 'Related Links' that allow you to find answers quickly.

>>> Forms Notices, And Updates

You also receive all required forms and notices and updates whenever the law changes.

Note: This course is sold as an annual subscription with four components: the training course itself; access to all training materials as a resource for one full year; free updates whenever the law changes, and; a Certified Administrator designation. Access to resource materials, free updates, and a new Certificate are available for subsequent years for a low renewal fee of $99 per year.

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