Checkpoint Learning

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Mastering IRC Sec. 401(k) Plans   Updated

CATEGORY: Taxation
  Online & Mobile
4 CPE Credits

The IRC Sec. 401(k) plan has become the most popular vehicle for retirement savings in the United States, representing a significant opportunity for employees to provide for their own retirement needs. These materials provide a basic overview of IRC Sec 401(k) plans: the advantages and costs of offering such plans, the types of contributions that can be made, the basic rules and limits on those contributions, and special rules for Roth contributions. The program also discusses the basic qualification requirements, nondiscrimination rules, and IRC 401(k) design considerations.

This intermediate level course is most appropriate for the professional with detailed knowledge in 401k plans or the professional seeking to expand his or her knowledge base and who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.

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