Managing your 401(k) Plan: A Day in the Life of a Healthy 401(k)
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Ensure all parties are fulfilling their obligations under ERISA and that your organizations 401(k) program is running smoothly.
Are you overwhelmed by the complexities involved in maintaining a 401(k) plan for your employees and confused as to what role your service providers play and wondering why at certain times, it feels like your 401(k) plan is taking over your life? This program will help you understand what role you, your organization and the plan's third party service providers play in the maintenance of a 401(k) plan. The information also provides guidance through discussion of best practices to enable you to improve your management of your 401(k) plan and its third party service providers. This topic is critical for employers so they can ensure that all parties are fulfilling their obligations under the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code. It will also give you tips to use so that you can plan for the regular, ongoing duties you must fulfill to ensure your organization's 401(k) runs smoothly and serves the goals of your organization.
AuthorsPatricia Beaty, Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
Learn How to Identify Your Role and Fulfill Your Obligations
• Determine Who Are the Plan Fiduciaries and What the Means
• What Should You Be Doing to Meet Your Obligations
• What Actions Should You Be Taking With Respect to the Plan's Service Providers
Learn How to Really Understand How Your Plan Should Operate
• Learn to Read and Understand the Plan's Legal Document(s)
• Understand Why the Details Matter and What You Can Do to Help Ensure Compliance
• Identify Plan Design Options That May Add Value for Your Organization and Employees
Learn to Plan for the Constant Attention Your Plan and Service Provides Need
• Tips for Making a Compliance Calendar for Your Plan
• Tips for Avoiding Surprises With Respect to Your Plan
• Tips for Communicating With Your Employees