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OnDemand Course

Assisting Your Employees in Meeting Their Retirement Goals

Learn best practices in retirement plan design to provide the best retirement plan.

As employers continue to face challenges in recruiting and retaining good employees, a well-designed and well-communicated retirement plan (or plans) can go a long way. This course will discuss retirement plan design and strategies to assist your employees in meeting their retirement goals. You will gain a better understanding of best practices in retirement plan design and employee communications to provide the best retirement plan for employees in a tight labor market.

65 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 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

Plan Design Considerations

  • Plan Participation and Automatic Enrollment
  • Employer Contributions
  • Plan Loans and Distributions

Beyond 401(k) Plans

  • 403(b), 457(b), and 457(f) Plans
  • Defined Benefit Plans
  • Nonqualified Plans

Participant Communications

  • Summary Plan Descriptions and Other Required Disclosures
  • Investments and Statements
  • Using Electronic Media

Taking Advantage of Vendors and Third Parties

  • TPA Considerations
  • Plan Investments
  • Financial Wellness

Fiduciary Checkup

  • ERISA Fiduciary Duty Requirements
  • Delegation of Duties
  • Investment Policy Statement
  • Fiduciary Training
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Why Lorman?

Over 37 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 Course

This course was last revised on August 9, 2022.

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

  • ASA 1.0
     
  • This program qualifies for 1.0 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected]. Please retain proof of attendance in the event your CE record is audited.
     

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

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Why Lorman?

Over 37 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

Jason A. Rothman

Jason A. Rothman

Calfee, Halter & Griswold LLP

  • Partner at Calfee, Halter & Griswold LLP and member of Employee Benefits and Executive Compensation Practice Group
  • Represents publicly traded companies, privately-held businesses, and nonprofit organizations on all aspects of employee benefits and executive compensation law
  • Recognized by Chambers and SuperLawyers in employee benefits law
  • Sought after speaker/presenter for numerous organizations, including the Ohio State Bar Association, SHRM, and Worldwide Employee Benefits Network
  • Has been quoted/published in numerous publications, including the Washington Post, Plan Sponsor Magazine, Plan Advisor Magazine, Human Resource Executive, Employee Benefit Advisor, The Federal Lawyer, and SHRM
  • Can be contacted at [email protected] or 216-622-8227
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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

All of your training, right here at Lorman.

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

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

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

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With This Course

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

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Product ID: 409970
Published 2022
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Available in Multiple Formats

Purchase this course and learn on your schedule!