A Guide to Fundamental Qualified Plan Requirements - Part 1

Qualified retirement plans offer many benefits, some financial and others create employee satisfaction and loyalty. The availability of these benefits requires compliance with an extensive list of both IRS and Department of Labor rules and regulations. In this CE Course, we will address many of those compliance requirements, including the operation of the retirement plan, the available design features, both common and creative, the allocation of contributions and benefits, distributions, and the protection of employees’ benefits.This webinar is Part 1 of the A Guide to Fundamental Qualified Plan Requirements series.To illustrate many of the rules, we will include examples of various plan design alternatives, contributions and benefit limits, funding, and potential traps. If you advise clients that offer qualified retirement plans, this CE Course is a must. Considering the extent of the material that should be addressed, the topic will be presented in two parts. Major Topics: Operational Compliance Requirements Plan Design Features Explained Retirement Plan Funding Rules Employee Benefit Protection Distributions and Penalties Get a comprehensive grasp of retirement plan compliance, design, and funding. By attending, you will walk away with actionable knowledge that can improve your plan’s performance and ensure you’re meeting all regulatory requirements. Join us for an informative course packed with examples and real-world applications that can elevate your expertise in retirement planning.