Presidents Day Sale - Save 20% on Any Course or $200 Off the All-Access Pass with Discount Code: PRESIDENT now until 2/21/2017.
Show navigation

Available in:

OnDemand Webinar
Audio & Reference Manual

Safe Harbor 401(k) Notices

Learn everything you need to know about providing a safe harbor 401(k) plan to your employees.

Safe harbor 401(k) plans offer employers a unique opportunity to provide their employees with a retirement benefit while avoiding certain nondiscrimination testing requirements. However, it is critical to understand the "strings" that are attached to such opportunities and this topic will explain the requirements associated with safe harbor 401(k) plans. Specifically, this topic will provide a comprehensive overview of safe harbor 401(k) plans which will assist benefit plan administrators and professionals with their understanding of the various design options, notice and contribution requirements associated with such plans. Additionally, you will become familiar with safe harbor automatic contribution arrangements and various common mistakes related to safe harbor plans and how to fix such mistakes.

Runtime: 87 minutes
Purchase Options

More Program Information

Why Lorman?

Over 31 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

Traditional Safe Harbor Plans

  • Overview and Benefits
  • Plan Documentation and Eligibility Requirements
  • Employer Contribution Requirements
  • Design Issues
  • Discrimination Testing Issues
  • Notice Requirements
  • New IRS Mid-Year Change Guidance (Notice 2016-16)

Automatic Enrollment Arrangements

  • Overview
  • Summary of Automatic Contribution Arrangement (ACA)
  • Summary of Eligible Automatic Contribution Arrangement (EACA)
  • Summary of Qualified Automatic Contribution Arrangement (QACA)

Common Errors and Available Corrections

Purchase Options

More Program Information

Why Lorman?

Over 31 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 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.

Purchase Options

More Program Information

Why Lorman?

Over 31 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

Wesley H. Covert

Wesley H. Covert

Laner Muchin, Ltd.

  • Partner at the labor and employment law firm Laner Muchin, Ltd. in Chicago, Illinois which is a 2016 leading law firm as ranked by U.S. News and World Report
  • Focuses his practice on all aspects of employee benefits law, with a primary focus on defined contribution plans, multiemployer plans and compliance with the Affordable Care Act, HIPAA and other health and welfare regulations
  • Named an “Emerging Lawyer” for 2016 from Leading Lawyers which highlights attorneys under the age of 40
  • Wrote and co-wrote articles published in the BNA ERISA Compliance & Enforcement Library, the Employee Benefits Committee newsletter of the Illinois State Bar Association and The John Marshall Law School Tax and Employee Benefits Newsletter
  • Frequent speaker on benefit topics and provides training to HR Departments on a number of benefit issues
  • Externship in the Department of Labor’s Employee Benefits Security Administration, Chicago Office
  • J.D. degree, The Ohio State University Michael E. Moritz College of Law; L.L.M. degree, in employee benefits, with honors, John Marshall Law School
  • Can be contacted at 312- 467-9800 or [email protected]
Purchase Options

More Program Information

Why Lorman?

Over 31 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 396518
Published 2016
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!