In a competitive talent marketplace, the design and value of your retirement plan can be can powerful tool essential key to attract and retain employees. But navigating this complex landscape is challenging. Those guiding the decision-making must be well-informed about the myriad plan types and design options and, also, stay abreast of retirement plan laws to remain compliant. This program explores the attributes, application and compliance aspects of the most prevalent employer-sponsored plan options including 401(k) plans, 403(b) plans, 457 plans, Roth 401(k) plans, SIMPLE plans, and more. After completing the seven modules and activities, you’ll be prepared to knowledgably assess the various retirement plan options to confidently assess the effectiveness of your current program and guide your organization to make the best choices for its employees and the business.
Introduction to Retirement Plans
Plan Design Consideration
Fiduciary Responsibilities, Plan Investment and Financing
Implementing Changes in Retirement Plans
Please consider a different learning method or contact our Customer Experience Team to learn about other classes and schedules.
877-951-9191 (United States and Canada)
+1 480-951-9191 (other countries)
Monday-Friday: 6:00 a.m. - 4:30 p.m. MST
Email our Customer Experience Team: firstname.lastname@example.org
Who Should Register
This course contains U.S specific content designed specifically for human resources professionals seeking an overview of defined contribution retirement plans and those preparing to assume responsibility for the detailed administration and management of these plans.
How to Register
Register Online (above)
Call 877-951-9191 (United States and Canada) or +1480-951-9191 (other countries) for Customer Experience Team.
Fax Registration Form to 866-816-2962 (United States and Canada) or +1 480-483-8352 (other countries).