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Course Name
401(k) Training & Certification Program

Contact Hours: 8

Course Description
401(k) plan implementation, communication, and administration are some of the hardest and most complex tasks undertaken by organizations. Our 401(k) Plan Training & Certification Program is loaded with information on plan design, administrative options, and compliance requirements - all written in non-legal terms and supported with numerous tips, examples, and interactive questions - that help you to understand the many and complex 401(k) rules. There is also a special "Bookmark" feature so you can learn at your own pace.

Outcome

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

Assessment

This course contains numerous End Of Lesson Quizzes to help you measure your progress and mastery of the materials. You can also earn a "Certified 401(k) Administrator" designation!

Certification tests are comprised of 50 randomly-generated questions that are mostly multiple choice, scenario-based questions that test the student`s ability to apply the learned content.

A score of 85 or higher is required to earn a Certification.




Outline
401(k) Training & Certification Program

401(k) plan implementation, communication, and administration are some of the hardest and most complex tasks undertaken by organizations.

Our 401(k) Plan Training & Certification Program is loaded with information on plan design, administrative options, and compliance requirements - all written in non-legal terms and supported with numerous tips, examples, and interactive questions - that help you to understand the many and complex 401(k) rules. There is also a special "Bookmark" feature so you can learn at your own pace.

  • 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