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401(k) Plans

401(k) Plans—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 how 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.

View Course Outline

Topics covered in this course:

  • Plan design
  • Plan administration
  • Investment policy statement and fund selection process
  • Communication and education
  • Compliance
  • Legal and regulatory updates
  • Case studies

Class times

  • Day One: 8:00 a.m.-5:00 p.m.
  • Day Two: 8:00 a.m.-3:00 p.m.

Take this course and work toward earning a Certificate of Achievement!

This course applies to:
Certificate in Retirement Plans

Certificate in Retirement Plans wheel

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for more information.

Course Offerings and Pricing

Spring

March 6 - 7, 2024
Scottsdale, AZ

Pricing

Before January 23, 2024

US$1,375.00

Member

US$1,595.00

Non-member

After January 23, 2024

US$1,675.00

Member

US$1,895.00

Non-member

8:00 AM - 5:00 PM

401(k) Plans - Day 1

8:00 AM - 3:00 PM

401(k) Plans - Day 2

Interaction with fellow professionals from public, corporate and multiemployer plans was extremely educational.

Bill Feyling
Executive Director
Carpenters 46 Northern CA Counties