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401K Plans: Beyond the Basics

Friday, September 8, 2017

1:00 - 2:30 pm EST

Length: 1 hour 30 minutes                     Sponsored by Lorman Education Services

Registration - Live Webinar Only: $209.00

Registration - Live Webinar Plus CD Recording: $278.00


Learn about the latest issues and trends with 401K and Defined Contribution Plans.

Many employers have spent hundreds of hours and are now inundated with additional administrative paperwork and tasks for retirement planning. Now there have been new techniques and communication strategies that have to be done each year.

Do you need to hire a consultant or attorney to know what to do next? This topic will go over the history of DC Plans and 401k and what parts are to be implemented. Timelines and websites with information on future forms and filings will be provided. You will save hundreds of hours and money after learning this information.

Learning Objectives

  • You will be able to define DC plans.
  • You will be able to describe the enrollment and communication techniques.
  • You will be able to discuss what new benefits and trends are coming to retirement.
  • You will be able to explain 10 cost savings strategies for benefits.

This live webinar covers these hot issues

Introduction on What Are 401 and DC Plans

  • What Laws and Parts of 401k Could Be Changed
  • What Communication Needs to Be Done
  • Do You Need to Hire an Attorney or Consultant to Comply With Retirement Regs?

What About the Growth of DC Plans?

  • The Basics
  • What Steps Can an Employer Implement to Avoid Problems? Is It Tax Deductible?
  • Can These Tactics Work?

What Is the Future of 401k?

  • Advanced Techniques
  • The Future Trends in Retirement
  • 10 Tax Savings Strategies for Benefits

Credit Information (Sponsored by Lorman Education Services)

  • SHRM
  • HR Certification Institute

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.


Rob J. Thurston, HR Consulting Group, Inc.

  • President of HR Consulting Group, Inc., a top 25 HR and benefits consulting firm according to Employee Benefit News
  • Spoken at more than 200 conferences on benefits and human resources
  • Inducted in the HR/Benefits Hall of Fame in July 2015 at the Wynn Hotel in Las Vegas for 34 years in the Industry
  • Heavily involved with human resources and employee benefits since 1981
  • Designed and implemented some of the first 401k and Section 125 benefits plans in the United States
  • Helped create some of the best-selling 401k enrollment, HSA and HRA software, HRIS systems, Section 125, medical claims, benefits statements, voice response, KIOSK, call center and internet self service software
  • Published three books, four videos, 20 cassette tapes and numerous articles in national and international publications
  • National clients include Axa/Equitable Life, Pan American Life, Capitol Bankers Life, Maine Fidelity Life, Capitol American Life, Florida Combined Life, CUNA Mutual, IBM, Wal-Mart and Frito-Lay
  • Can be contacted at or