Retirement Plan Basics

Retirement Plan Basics—The rules around administering retirement plans are in constant fluctuation. With regular changes in regulatory guidance, it's extremely important to have a solid handle on the basics. Understanding fiduciary duties and responsibilities regarding retirement plans put those who administer retirement plans in the best positions to minimize risks and maximize plan value for participants. This course explores the entire landscape of defined benefit and defined contribution retirement plans, with a special emphasis on today's emerging challenges. Join your peers and industry experts to network and learn from each other while gaining insights to take back to your organization and apply to your plans.

View Course Outline

Topics covered in this course:

• Introduction to retirement plans
• Overview and social security
• Qualified retirement plans
• Defined benefit plans
• Defined contribution plans
• Comparing and contrasting plans
• Hybrid plans
• The future of retirement
• Overview of plan types
• IRS code requirements
• ERISA requirements
• Fiduciary duties
• Correcting retirement plan errors
• Non-qualified deferred compensation plans
• Case study

Class times

• Day One: 8:00 a.m.-5:00 p.m.
• Day Two: 8:00 a.m.-3:00 p.m.