The backbone of the United States retirement system has become the 401(k) plan; therefore, having a solid understanding of this type of plan is essential. This course will cover a full range of 401(k) plan topics including eligibility, testing, auditing, plan design and more. Gather with peers and experts for two days to discuss hot topics such as how to avoid compliance failures; bolstering cybersecurity; and environmental, social and governance (ESG) policy issues from the DOL and SEC. Dive deep into plan design and fiduciary issues to strengthen plans and help employees reach their retirement goals.
- Plan design
- Plan administration
- Investment policy statement and fund selection process
- Communication and education
- Compliance
- Legal and regulatory updates
- Case studies
Earn professional continuing education (CE) credit as you work through CEBS courses and continue to validate your learning with CEBS Compliance and ISCEBS membership.
Still looking for more information? Check out CEBS FAQ for further details on curriculum updates.