Skip Navigation Linkscertificate-series-401k-plans-sessions-1899

CS - 401(k) Plans Session Schedule and Handouts

Session handouts were available to registered attendees from Wednesday, March 7 through Friday, May 18. Please contact if you have questions or need assistance.

Show Date:  

Friday, March 16

8:00 AM – 5:00 PM

401K1  401(k) Plans - Day 1

Dawn M. Milligan, CEBS Instructor
Relationship Executive
The Vanguard Group
Valley Forge, PA

• Plan design • Administration • Investment policy statement • Fund selection process • Effective communication and education • Compliance • Legal and regulatory update • Case study (#38—Retirement)