This is Part I of the Employee Benefit Plan (EBP) Fundamentals program. The program provides a foundational understanding of employee benefit plans subject to audit under ERISA, helping you prepare to navigate the complexities of 401(k) plans.
Learning Objectives
- Learning Outcomes
- Identify the key parties and their roles and responsibilities in 401(k) plans
- Identify the various documents, agreements, and correspondence relevant to 401(k) audits
- Identify the eligibility requirements, vesting and forfeiture provisions, and relevant participant data in 401(k) plans
