BEST announces their latest financial & insurance CE course The Advisor's Guide to 401(k) Plans
Today Broker Educational Sales & Training, Inc. (BEST) introduces its nationally approved Continuing Education (CE) course, "The Advisor's Guide to 401(k) Plans".
- (1888PressRelease) July 05, 2016 - This CE course was developed to enhance the Advisor's 401(k) knowledge and provide updates on the most recent 401(k) plan guidance. With recent tax law changes, Department of Labor requirements and court settlements, this course extends beyond the basics to cover special 401(k) testing rules and design options, as well as, ERISA and fiduciary responsibilities of the "parties of interest."
Upon completion of this course, Financial Advisors will be able to:
• Relate the history and evolution of 401(k) plans
• Identify the various elements in setting up and operating 401(k) plans
• Relate the advantages and disadvantage for both the employer and the employee for setting up and participating in a 401(k) plan
• Describe the contribution limits, the minimum participation requirements and vesting requirements
• Manage the nondiscrimination rules and testing procedures for a 401(k) plan compliance
• Able to apply to the ADP and ACP tests
• Recognize the various Safe-Harbor plans, their designs and benefits
• Know the differences between a traditional 401(k) and a Designated Roth Account (DRAC)
• Determine the contribution, conversion and distribution rules of the Designated Roth Account (DRAC)
• Know the various distribution rules and how to calculate required minimum distributions for 401(k) plans
• Identify the various investments that can be made to a 401(k) plan
• List the various qualified default investment alternatives
• Outline the various ERISA and Fiduciary responsibilities.
About Broker Educational Sales & Training Inc.: Broker Educational Sales & Training, Inc. (BEST) is a premier provider of Continuing Education (CE) training programs for Financial and Insurance Professionals.
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