401(k) Training&Certification

Service Description

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 fiduciary responsibilities your organization has To comply with annual reporting requirements A score of 85 or higher is required to earn a Certification.