401(k) Plans for Rookies

Master the Basics So You Can Handle the Details

Available immediately and for 60 days after purchase.

401(k) plans have more participants, more assets, and are greater in number than any other private pension plan. Chances are, you already participate in one. But do you understand what makes a 401(k) plan special and the ground rules under the Code and ERISA that must be satisfied to get the benefits of a 401(k) and avoid costly disputes? If you work for an employer that has or is considering a 401(k) plan, or if you are new to human resources or work for a 401(k) plan service provider, join our experts for this 90-minute web seminar. We’ll provide a firm grounding in the basics so you can make better sense of the details.

Originally presented on May 13, 2009.

For one registration fee ($249), you and your co-workers may view the seminar as many times as you wish for 60 days after purchase.

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(866) 775-3242

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Seminar Level

Topics Covered

Here’s some of what was covered:

Qualification: What is it and why does it matter?
Eligibility (the right to participate) and vesting (the right to keep employer contributions).
How elective deferrals work, how pre-tax and Roth contributions differ, and what other kinds of contributions can be made.
When and how can account balances be distributed? What are the tax consequences and how can they be altered?
In what other ways can participant accounts be accessed (loans, hardship distributions, and QDROs)?
The basic discrimination test for elective deferrals and how it can be avoided by plan design.
The basics on ERISA fiduciary duty.
Participant-directed investments: Who bears the risk?
ERISA reporting and disclosure requirements.

Details

Speakers: Cynthia A. Van Bogaert and John W. Haine. Ms. Van Bogaert is a partner in the Boardman Law Firm LLP of Madison, Wisconsin. She is a Contributing Author of EBIA’s 401(k) Plans manual. Mr. Haine is an attorney and Senior Editor at EBIA. He is a Contributing Author of EBIA’s 401(k) Plans manual and Editor of EBIA’s Fringe Benefits manual.

Handouts: A handout of the seminar slides and other information is provided through download.

Viewing Details

You and your co-workers may view the seminar as many times as you wish during a 60-day viewing window.

Please respect our copyright; do not record the web seminar, share the access link, or duplicate materials. For details on our copyright policy, please visit here.

System Requirements for Recorded Web Seminars

EBIA uses WebEx technology for the seminar. You may wish to view system requirements, test your system and download any necessary WebEx software here:

http://developers.webex.com/api/jointest/

If you are not able to complete the WebEx installation, please contact WebEx technical support at (866) 863-3904.

Web Seminar Registration Form