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401(k) Plan Design and Administration


Location & Dates

Employee Benefits Certificate Series

Careful and ongoing attention is required for 401(k) plans. Gain a general overview of the elements required for design and administration of 401(k) plans. From ERISA, Department of Labor, and Internal Revenue Service requirements, to day-to-day administration, this program has it all.

Boost the efficiency and effectiveness of your 401(k) benefit by:

  • Exploring how plans are designed and administered.
  • Understanding basic investment options and appropriate oversight and due diligence.
  • Reviewing day-to-day administrative and fiduciary requirements.

Learning Objectives:

  • Identify the laws regulating 401(k) plans and your duties.
  • Design effective methods to educate employees and increase participation.
  • Discover the importance of monitoring the effectiveness of your third-party administrators.

Who Should Attend:

Administrators and specialists in benefits and human resources, or anyone new to employee benefits needing a refresher on basic plan design concepts and error-free administration, and those interested in being up-to-date on legal developments.

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