401(k) Plans — Certificate Series

International Foundation of Employee Benefit Plans

International Foundation of Employee Benefit Plans

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Who should attend

  • Benefits professionals
  • Human resource generalists who deal with plan participants
  • Administrative and customer service staff
  • Representatives of insurance companies and third-party administrators
  • Professionals in all service areas, including consulting, law and financial service
  • Communication, marketing and sales professionals
  • Benefit plan trustees who need to understand the technical aspects of the plans they serve

About the course

Topics

  • Plan Design
  • Administration
  • Investment policy statement
  • Fund selection process
  • Effective communication and education
  • Compliance
  • Legal and regulatory update

Benefits of Attending

  • Learn from industry experts and your peers.
  • Gain valuable written materials and resources.
  • Discuss the strategies that plans are implementing today and considering for tomorrow.
  • Connect with others who are dealing with similar issues.
  • Demonstrate your knowledge through interactive exercises and case studies.

Experts

Michael Callahan

Mr. Callahan serves as president of Edu4Retirement, Inc., a financial servicing firm specializing in planning and investing for retirement. He is also a principal with Retirement Plan Advisory Services, LLC, which provides qualified retirement plan compliance-related services to broker-dealers an...

401(k) Plans — Certificate Series at International Foundation of Employee Benefit Plans

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.