The administrative and operational responsibilities of a retirement plan can be extremely difficult and challenging for the retirement professional. 

In this course you will receive a thorough explanation of the specific compliance issues relating to plan administration and operations and best practice models to help you efficiently manage and oversee a successful retirement plan.

The course also examines the administrator’s responsibilities, including dealing with governing and advisory boards, fiduciary responsibilities, communication responsibilities, and dealing with other professionals such as actuaries, accountants and attorneys.

Changes to plan design (terminations, mergers, conversions, etc.) are examined, as well as special events such as early retirement windows, special elections, etc. Roth 401(k) designs are also explored as well as the new rules pertaining to nonqualified deferred compensation plans under Section 409A. The course also includes important tools for monitoring and evaluating the retirement plan and contractors that are providing outsourced services.