401(k) Plans: Beyond the Basics
This practical, two-day, intermediate course will help enhance your 401(k) knowledge and update you on the most recent 401(k) plan guidance. Incorporating recent law changes, the program extends beyond the basics to cover special 401(k) testing rules and design options. Over the two days, we consider many issues and problem areas for which experienced 401(k) practitioners need to be prepared.
ERISA experts, using slide presentation, lecture, and realistic case studies, clearly explain IRS and Department of Labor rules that govern 401(k) plans, and examine 401(k)-specific plan design, administration, and compliance issues. Important new areas of discussion include the HEART Act of 2008, the PPA Technical Corrections Act of 2008 (WRERA) as well as 2009 regulations and other IRS/DOL guidance. There are no prerequisites for this course. However, we do assume an attendee’s basic understanding of 401(k) plan operation. The course dovetails well with SunGard’s Fundamentals of 401(k) and Other Qualified Plans (June-July 2009). Take advantage of this opportunity to take your expertise to the next level.
| September |
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October |
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| 10 - 11 San Francisco |
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1 - 2 Dallas |
| 17 - 18 Atlanta |
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8 - 9 Chicago |
| 24 - 25 Kansas City |
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| 24 - 25 Minneapolis |
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