Improve your 401k in time for benefits season. Discover changes employees will love.

Benefits planning season is the ideal time to update your organization’s 401k retirement savings plan. Rules and regulations change regularly and are not easy to interpret. Fees and penalties can be severe if you do not operate your 401k plan according to the current IRS regulations.

Educated HR professionals can immediately catch errors before an audit or lawsuit. As a plan fiduciary, you must know and operate the plan to meet the requirements.

• What annual reporting is required? Who must receive this information?
• How much can employees contribute to a 401k?
• Which 401k plans must perform discrimination testing? How?
• What are ADP and ACP?
• What is a plan fiduciary?
• How must you monitor and manage the 401k to meet standards?

• Human resources professionals
• Benefits administrators
• Benefits managers
• Accounting professionals
• 401k plan administrators
• Retirement coordinators
• Payroll staff
• Business owners
• CFOs

• This program has been approved for 1.0 general recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute.
• This program is valid for 1.0 PDCs for the SHRM-CP or SHRM-SCP.