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401K Plans: Beyond the Basics

Learn about the latest issues and trends with 401K and Defined Contribution Plans.Many employers have spent hundreds of hours and are now inundated with additional administrative paperwork and tasks for retirement planning. Now there have been new techniques and communication strategies that have to be done each year. Do you need to hire a consultant or attorney to know what to do next? This topic will go over the history of DC Plans and 401k and what parts are to be implemented. Timelines and websites with information on future forms and filings will be provided. You will save hundreds of hours and money after learning this information.


Runtime: 89 minutes
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction on What Are 401 and DC Plans

  • What Laws and Parts of 401k Could Be Changed
  • What Communication Needs to Be Done
  • Do You Need to Hire an Attorney or Consultant to Comply With Retirement Regs?

What About the Growth of DC Plans?

  • The Basics
  • What Steps Can an Employer Implement to Avoid Problems? Is It Tax Deductible?
  • Can These Tactics Work?

What Is the Future of 401k?

  • Advanced Techniques
  • The Future Trends in Retirement
  • 10 Tax Savings Strategies for Benefits
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on September 8, 2017.

Call 1-866-352-9540 for further credit information.

  • SHRM 1.25
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.25 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org
     

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Rob J. Thurston

Rob J. Thurston

HR Consulting Group, Inc.

  • President of HR Consulting Group, Inc., a top 25 HR and benefits consulting firm according to Employee Benefit News
  • Spoken at more than 200+ conferences on benefits and human resources
  • Heavily involved with human resources and employee benefits since 1981
  • Designed and implemented some of the first 401k and Section 125 benefits plans in the United States
  • Helped create some of the best-selling 401k enrollment, HSA and HRA software, HRIS systems, Section 125, medical claims, benefits statements, voice response, KIOSK, call center and internet self service software
  • Published three books, four videos, 20 cassette tapes and numerous articles in national and international publications
  • National clients include IBM, Wal-Mart, CIGNA, Mass Mutual, Frito-Lay, Axa/Equitable Life, Pan American Life, Capitol Bankers Life, Maine Fidelity Life, Capitol American Life, Florida Combined Life, CUNA Mutual, etc.
  • Inducted into the HR/Benefits Hall of Fame at the Wynn Hotel in Las Vegas in 2015. Only 59 other HR leaders have ever been inducted (and most of those are deceased!)
  • Can be contacted at [email protected] or www.hrconsultinggroup.com
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 400850
Published 2017
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