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Scheduled in five cities in 2019: Kansas City, Appleton, and Charlotte.
Online registration is open! View ALL the dates and locations for the two workshops.
NOTE: The Advanced 401(k) Topics Workshop is preceded on the prior day by the Advanced Plan Design and Cross-Testing Workshop. A multi-program discount will be available.
Advanced 401(k) Topics Workshop
Covering Current Events (including the SECURE Act), Multiple Employer Plans, Missing Participants, and More
Questions. 401(k) plan administration gives rise to many different questions, and the answers are constantly changing. This practical, two-day, intermediate course will help enhance your 401(k) knowledge and update you on the most recent 401(k) plan guidance. As always, we will feature discussion and practical examples regarding some of the top issues of the day, such as:
Taught by professional attorney/instructors, the ERISA workshop helps the rules make sense by presenting them against the backdrop of real life problems. Our attorney/instructor not only knows what the law says, he knows how to present it in a manner that is clear and readily understandable.
OBJECTIVES: After the program, attendees should be able to:
Prerequisites: There are no prerequisites for this program however, participants should come with an understanding of the general operation of 401(k) plans. Attendees should have at least a year of experience working with employer plans.
Program Level: Intermediate
Instructional Delivery Method: Group ¨C Live
NASBA Field of Study: Taxes
Who Should Attend: The Advanced 401(k) Topics Workshop is designed for practitioners who have some experience working with retirement plans in general, and experience with 401(k) plans, in particular, is a plus. The less-experienced practitioner also will benefit from the programs by learning how to spot important issues for further investigation.
This program is designed to benefit all pension practitioners, including third party administrators, attorneys, accountants, human resources personnel, actuaries, trust officers, insurance agents, and others involved with qualified plan design, compliance, administration, and government reporting.