This is Part IV 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
- Recognize types of 401(k) investments and how plan assets are held
- Recall the types of distributions made by 401(k) plans, as well as the distribution rules, forms of distribution, and distribution process
- Recall the types of single employer 401(k) plan expenses and fee arrangements, and who pays plan expenses
