This skills-focused program develops the in-depth technical knowledge needed to administer and test 401(k) plans. Case studies help users understand and retain knowledge. The material is relevant and applicable in their day-to-day jobs, helping them “work smarter.” The courses contain supplemental material and additional resources, and incorporate knowledge checks and quizzes. The material is offered entirely online – with a self-paced format — using enhanced technology.
Plan Management Package (includes 9 courses, practice test and final exam)
Distributions — Learn the rules regarding the timing and form requirements of distributions, as well as the obligations of the participant and the plan administrator.
Eligibility and Plan Entry — Learn about the requirements for allowing employees to participate in retirement plans.
Participant Loans — Learn about participant loans, how to calculate the maximum loan amount available to a participant, and about refinancing rules.
Employee Contributions — Learn the different ways in which employees may contribute their own money to a 401(k) plan or 403(b) arrangement.
Employer Contributions — Learn the different ways in which employers may allocate contributions to their retirement plan.
Safe Harbor 401(k) Plans — Explore a six-part scenario where a retirement plan committee and a plan manager explore some challenges and the solutions to overcome them with a Safe Harbor 401(k) plan.
Plan Types — Learn about different types of tax-preferred retirement plans. This course provides a high-level overview of the plan types.
Vesting — Learn about the provisions and regulations related to vesting.
Plan Qualification — Learn about the ERISA requirements for qualified retirement plans, the types of plan documents, who governs plan qualification, and about the requirements for qualification and the implications of a plan being disqualified.
CE Credit: 9.0 ASPPA CE, 9 NTSA CE, 9 NAPA CE