Retirement Plan Training

• 401(k) Training & Certification Program
  
  Our 401(k) Plan Training & Certification Program is loaded with information on plan design, administrative options, and compliance requirements to help you understand the many and complex 401(k) rules.
  
  More than just a read-along format typical in printed books, the course includes numerous examples, “Administrative Tips”, and “Procedural Recommendations”, as well as scenario-based, multiple choice interactive quizzes (with answer rationale provided) that test your ability to apply the correct procedures and processes learned during training that are key to 401(K) administration.
  
  This course covers:
  
  
  • Eligibility & Coverage Requirements
    
  • Plan Design & Documentation
    
  • Plan Investments
    
  • Communication & Enrollment
    
  • Vesting
    
  • Administration
    
  • Compliance With The Nondiscrimination Rules
    
  • Top-Heavy 401(k) Plans
    
  • Distributions & Taxation
    
  • Plan Expenses
    
  • Reporting Requirements
    
  • Fiduciary Responsibility
    
  • Amendments
    
  • Terminations
    
  • Plan Mergers
  
  
  More Details/Order: http://hrtrainingcenter.com/showOTDetails.asp?TCID=1000014
  
  

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• Defined Benefit Training & Certification Program
  
  This course covers:
  
  
  • Introduction To Defined Benefit Retirement Plans
    
  • Eligibility And Coverage
    
  • Benefits In A Defined Benefit Plan
    
  • Plan Design & Documentation
    
  • Plan Investments
    
  • Communication And Enrollment
    
  • Vesting
    
  • Administration
    
  • Top-Heavy Defined Benefit Plans
    
  • Distributions
    
  • Taxation & Rollover Of Distributions
    
  • Reporting Requirements
    
  • Role Of The Actuary
    
  • Fiduciary Responsibility
    
  • The Role Of The PBGC
  
  
  More Details/Order: http://hrtrainingcenter.com/showOTDetails.asp?TCID=1000020
  
  

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• Cash Balance Plans Training & Certification Program
  
  By taking this course, you will be able to:
  
  
  • Understand what a Cash Balance Plan is
    
  • Correctly manage a Cash Balance Plan
    
  • Properly handle all documentation and compliance requirements
  
  
  More Details/Order: http://hrtrainingcenter.com/showOTDetails.asp?TCID=1000041
  
  

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• Plan Loans Training & Certification Program
  
  This course provides an overview of the rules that apply to participant loans under qualified plans (including 403(b) plans).
  
  Upon completion of this course, you will be able to:
  
  
  • Identify the purposes for which a participant loan may be made
    
  • Determine the maximum loan amount
    
  • Describe how to apply loan repayments
    
  • Identify the requirements that must be satisfied in order for a participant loan to avoid being a prohibited transaction
    
  • Identify the requirements that must be satisfied in order for a participant loan to avoid being treated as a taxable distribution
    
  • Describe the deemed distribution rules
    
  • Describe various participant loan issues and how to correct them
  
  
  More Details/Order: http://hrtrainingcenter.com/showOTDetails.asp?TCID=1003394
  
  

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• Spousal Rights & Consent Requirements Training & Certification Program
  
  This course provides an overview of the spousal consent requirements as they apply to qualified plans (including 403(b) plans).
  
  Upon completion of this course, you will be able to:
  
  
  • Describe the origins of the spousal consent requirements
    
  • Define the word “spouse”
    
  • Describe the spousal consent requirements under a plan subject to the qualified joint and survivor annuity requirements
    
  • List the exceptions to the spousal consent requirements under plans subject to the qualified joint and survivor annuity requirements
    
  • Describe the spousal consent requirements applicable to qualified pre-retirement survivor annuities
    
  • Describe a spouse’s rights regarding the form and timing of payment under a plan subject to the qualified joint and survivor annuity requirements
    
  • Identify the requirements necessary for a plan to avoid being subject to the qualified joint and survivor annuity requirements
    
  • Describe the spousal consent requirements under plans that are exempt from the qualified joint and survivor annuity requirements
    
  • Identify the steps that must be taken to correct spousal consent failures
    
  • Describe the effects that qualified domestic relations orders and so-called “slayer statutes” have on the spousal consent requirements
  
  
  More Details/Order: http://hrtrainingcenter.com/showOTDetails.asp?TCID=1003392
  
  

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• Required Minimum Distributions Training & Certification Program
  
  This course provides an overview of the Required Minimum Distribution (RMD) rules under IRC section 401(a)(9), as they apply to defined benefit plans.
  
  Upon completion of this course, you will be able to determine:
  
  
  • The Required Beginning Date (RBD) for defined benefit plans
    
  • How to calculate first year payments for Lifetime RMDs
    
  • How to calculate death RMDs
    
  • Who, if anyone, is a "designated beneficiary" for purposes of death benefits
    
  • How benefits must be paid if a participant dies before RMDs begin
    
  • How benefits must be paid if a participant dies after RMDs begin
    
  • Whether an annuity payment satisfies the RMD rules
    
  • Whether a "period certain" under an annuity satisfies the RMD rules
    
  • When Defined Benefit plan distributions are eligible rollover distributions
    
  • What portion of a lump sum distribution should be treated as an eligible rollover distribution
    
  • When an actuarial increase to a participant's benefits is required because of the participant's retirement date
    
  • When benefit payments must be adjusted because of additional accruals or vesting that occurs after distributions begin
    
  • How the RMD rules apply when a Qualified Domestic Relations Order applies to a participant's benefits
  
  
  More Details/Order: http://hrtrainingcenter.com/showOTDetails.asp?TCID=1003372

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