- 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 ($599) or Manual ($599) only, or combined ($799). We also offer discounts for purchasing training for multiple employees or administrators.
