How to Ensure 401k Success

Cynthia Keaton Cynthia Keaton

Retirement plan expert Cynthia Keaton will help you understand the requirements to ensure 401k success. You will relieve anxiety, please your colleagues, and become a leader in plan management.

Key Learnings

  • 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?
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Live Session
Option
$224.00
$224.00
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Thursday, September 7, 2023; 1:00 PM Eastern

Scheduled for 60 minutes including question and answer period.

INFORMATION
Training Overview

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?
Recommended Audience
Who Should Attend?
  • Human resources professionals
  • Benefits administrators
  • Benefits managers
  • Accounting professionals
  • 401k plan administrators
  • Retirement coordinators
  • Payroll staff
  • Business owners
  • CFOs
APPROVAL AND VALIDITY
Credits
  • 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.
What's included
Training includes
  • 1.0 HRCI, 1.0 SHRM
  • Certificate of Attendance
  • All resources and training materials
Cynthia Keaton
About

Expert Presenter

Cynthia Keaton
  • Human Resources leader for 20 years
  • Managed all health and welfare benefit plans for companies up to 15,000 employees as well as 401k plans
  • Certified Benefits Professional (CBP) certification from WorldatWork
  • Group Benefits Associate (GBA) certification from the International Foundation of Employee Benefit Plans
  • Master’s degree in human resources from the University of South Carolina
More Info