401(K) Procedures Manual

401(K) Procedures Manual - Table Of Content

- TABLE OF CONTENTS -

Below are the covered topics for both our 401(K) Training & Certification Program and our Procedures Manual. While each includes numerous tips, examples, and procedural recommendations, the way each is used is different.

For the Training & Certification Program, the content is presented as classroom learning where you complete one lesson, then are quizzed on the what you learn before moving on to the next lesson. The Manual is typically used as a reference material, and allows you to click through to related links (instead of having to use an index, like at the back of a traditional book), so essentially you can click on any topic at any time to see not only that content, but all related content on one page. Click here to order the Training & Certification Program or the Manual individually, or both for a discounted price.

Introduction To Qualified 401(k) Plans

Eligibility & Coverage Requirements

Plan Design & Documentation

Plan Investments

Communication & Enrollment

Vesting

Compliance With The Nondiscrimination Rules

Top-Heavy 401(k) Plans

Distributions & Taxation

Plan Expenses

Reporting Requirements

Fiduciary Responsibility

Amendments, Terminations, and Plan Mergers

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.

Pay By Credit Card Or Pay By Check/Invoice:

Program

Manual

Both