RESPONSIBILITIES OF THE 401K FIDUCIARY AND TRUSTEE


Topics included:


- What is a 401k Fiduciary
- Various DC Plan and Fiduciary Roles
- Advantages of in-house Administration

- 401k employer vesting
- 401k regulations and EGTRA
- 401k plans and multi-pension plans and EGTRA
- 401k withdrawals and EGTRA
- 401k loans and EGTRA
- Liability Exposure for 401k Plan Sponsors

woman thinking about responsibilities of the 401k fiduciary and trustee


IRS Reporting



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