401(k) Plans: The Short Course

If you hear about 401(k) plans, but you don’t really know what they are or how they work, this Short Course booklet is for you.

Booklets are available for bulk orders of 50 or more per title.

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Using real-life examples, Q & As, and easy-to-follow charts, our 401(k) Plans: The Short Course booklet explains the rules in clear and concise language that anyone can comprehend. Detailed coverage of the subject matter is found in our full-length 401(k) Plans reference manual.


Details

This booklet explains in brief and basic terms:

  • What is a 401(k) plan?
  • Why do employers like to have them?
  • Who can sponsor a 401(k) plan?
  • Establishing and administering a 401(k) plan
  • How a plan may limit eligibility
  • What types of contributions may be made?
  • What types of vesting schedules are permitted?
  • When and in what form may distributions be made?
  • Nondiscrimination tests that a plan must satisfy
  • Reporting and disclosure
  • Claims procedures
  • How to correct mistakes
  • and much more!

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401k Plans

Samples


Booklet Pricing

QuantityPrice per Booklet
50-200$15
201 +$10

Please allow 2 weeks to print and ship your order after we receive your payment.

Return Policy: All sales must be prepaid, and are final and nonrefundable.

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