Retirement Plans - Design Considerations & Administration

In today’s competitive talent market, offering attractive retirement plans can tip the balance when recruiting and retaining great employees. Create a significant impact for your organization by learning to effectively navigate the complex world of retirement planning.

This course explores the attributes, application and compliance aspects of the most prevalent U.S. employer-sponsored plan options, including 401(k), 403(b), 457, Roth 401(k), SIMPLE and more. The course’s content and activities will prepare you to knowledgeably assess the various retirement plan options, evaluate the effectiveness of your current program, and guide you in making the best choices for your organization and its employees.

What You Will Learn:

• Learn to align retirement plan objectives with organizational strategies.
• Gain an overview of retirement income needs, sources of probable income, and factors that may affect income.
  
• Learn about employer-sponsored plans and common design considerations for defined contribution plans.
  
• Understand the importance of nondiscrimination testing, the types of tests used, and how the tests relate to defined contribution plans.
  
• Learn about fiduciary responsibilities and general investment guidelines.
  
• Hear about the key components of retirement plan administration and the key aspects of implementing retirement plan changes.
  

Additional Information

This course is ideal for U.S. HR professionals who seek foundational knowledge in retirement plan design and administration.

Based in India? Contact india@worldatwork.org for India-special course pricing.

Policies

View our Return/Cancellation policies and more here.