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Table of Contents
Table of Contents
Transform your career from entry-level benefits administration to strategic retirement plan leadership in just weeks through this focused 401k planning management micro-diploma.
What You Will Learn
- 1 Learn to define 401k plans and their historical evolution in retirement savings.
- 2 Understand regulatory frameworks including ERISA, IRS, and DOL requirements.
- 3 Analyze plan design features such as auto-enrollment and employer matching.
- 4 Evaluate investment options including target-date funds and managed accounts.
- 5 Apply participant education strategies to improve retirement readiness.
- 6 Explore employer contribution structures and their impact on participation.
- 7 Manage vesting schedules, distributions, and loan provisions properly.
- 8 Fulfill fiduciary responsibilities under ERISA and mitigate liability.
- 9 Implement efficient plan administration and recordkeeping systems.
- 10 Discover advanced topics such as Roth 401k and legislative trends.
What's Included
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Worth $83 — Included Free
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401k Planning Management