Learn best practices in retirement plan design to provide the best retirement plan.
As employers continue to face challenges in recruiting and retaining good employees, a well-designed and well-communicated retirement plan (or plans) can go a long way. This course will discuss retirement plan design and strategies to assist your employees in meeting their retirement goals. You will gain a better understanding of best practices in retirement plan design and employee communications to provide the best retirement plan for employees in a tight labor market.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Plan Design Considerations
- Plan Participation and Automatic Enrollment
- Employer Contributions
- Plan Loans and Distributions
Beyond 401(k) Plans
- 403(b), 457(b), and 457(f) Plans
- Defined Benefit Plans
- Nonqualified Plans
Participant Communications
- Summary Plan Descriptions and Other Required Disclosures
- Investments and Statements
- Using Electronic Media
Taking Advantage of Vendors and Third Parties
- TPA Considerations
- Plan Investments
- Financial Wellness
Fiduciary Checkup
- ERISA Fiduciary Duty Requirements
- Delegation of Duties
- Investment Policy Statement
- Fiduciary Training
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on August 9, 2022.
Call 1-866-352-9540 for further credit information.
- ASA 1.0
- This program may qualify for 1.0 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected]. Please retain proof of attendance in the event your CE record is audited.
HR Certification Institute 1.0
- This E-Learning program has been pre-approved for 1.0 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
SHRM 1.0
- Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
- Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Jason A. Rothman
Calfee, Halter & Griswold LLP
- Partner at Calfee, Halter & Griswold LLP and member of Employee Benefits and Executive Compensation Practice Group
- Represents publicly traded companies, privately held businesses, and nonprofit organizations on all aspects of employee benefits and executive compensation law
- Recognized by Chambers and SuperLawyers in employee benefits law
- Sought-after speaker/presenter for numerous organizations, including the Ohio State Bar Association, SHRM, and Worldwide Employee Benefits Network
- Has been quoted/published in numerous publications, including the Washington Post, Plan Sponsor Magazine, Plan Advisor Magazine, Human Resource Executive, Employee Benefit Advisor, The Federal Lawyer, and SHRM
- Can be contacted at [email protected] or 216-622-8227
Add to Wishlist
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
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Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
