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401(k) Training - 401(k) Education - 401(k) Certification

The 401(k) Training & Certification Program

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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.The 401(k) Training & Certification Program

You can test to earn a "Certified 401(k) Plan Administrator" designation upon completion of the Program. This Program also qualifies for eight hours of both SHRM and HRCI re-certification credits!

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 fidiciary responsibilities your organization has
  • To comply with annual reporting requirements

Organizations enrolling three or more individuals also receive our Management Interface at no cost. This interface lets managers view employee progress, test scores, and any incorrectly answered test questions - great for remedial training!

Certifications / CE Credits / Awards
Certified 401(K) Administrator
Become A "Certified 401(K) Administrator"
HRCI Re-Certification CreditsSHRM Re-Certification Credits
Earn Eight Hours Of Both SHRM And HRCI Re-Certification Credits!
Recipient Of The ASTD Excellence In Design Award
Recipient Of The ASTD "Excellence In Design" Award

What Are The 401(k) Requirements For Employers? Best Practices For 401(k) Administration?

  • Employee eligibility
  • Plan Design and Documentation requirements
  • Contribution levels
  • Investment options
  • Communicating your plan
  • Enrollment
  • Vesting options
  • Employer matching options
  • Compliance requirements
  • Non-discrimination testing
  • Tax implications
  • Loans and Withdrawals
  • Reporting requirements

So whether you handle 401(k) administration only for your organization or for several organizations as a TPA, our "401(k) Training & Certification Program" is an essential tool.

Note: TPAs can earn a "Certified TPA" seal for use on your website, marketing materials, and proposals to help add to your firm's value proposition. In fact, we are the featured training partner for the National Association of Professional Benefit Administrators member TPAs! Please call us at 678-366-3959 for questions on the interface, the seal, or the discounts for multiple person pricing.

Who Should Use The 401(k) Training & Certification Program?

Our 401(k) Plan Training & Certification Program is ideal for human resource professionals, HR department heads, and Third Party Administrators who handle the day-to-day issues and administration of 401(k) Plans.

It is also good for HR Managers or CFOs who seek satisfaction knowing that their administrators are properly trained and up to date on these complex issues.

Last, individuals looking to add value to their job experience can earn the valued "Certified 401(k) Plan Administrator" designation.

As opposed to 401(k) Plan seminars, workshops, or conferences, our 401(k) Plan Training & Certification Program provides easy and continued access to content at any time of the day or night.

You also get updates any time the laws change, so you know you always have the most current and up to date information. And the annual renewal cost of only $99 gains you continued access to content, updates, and a new "Certified 401(k) Plan Administrator" certificate each year.

Pricing/More Info/Purchase

Your 401K training can be purchased as a Training & Certification Program ($799) or Manual ($799) only, or combined ($999). We also offer discounts for purchasing training for multiple employees or administrators.
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About The 401K Procedures Manual

Get instant answers for your 401K questions - as well as all your 401K-required forms and notices - with our searchable 401K Procedures Manual.

Available as an online resource so that you always have the most up-to-date version, this package includes all 401K-required forms, notices, and recommended procedures, and is easily accessible from either the Table of Contents or the links throughout the Manual.

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Note: Because laws, regulations, and best practices frequently change or get updated, your Training & Certification program is sold as an annual subscription that helps you stay current. You receive: the training program itself; access to the course content as a resource material; free updates whenever the laws change, and an optional exam for earning 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 only $99 per year!

Our 401(K) plan training is packed with information regarding design, administrative options, and compliance requirements. Learn more about our 401(K) training.

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