Bring less-experienced employees up to speed on 401(k) plans with essential training.
Encourage more experienced team members to develop and demonstrate their skills through credentialing.
Impress your supervisor by demonstrating your commitment to staff development
Improve staff morale and retention through your willingness to support their education.
Show your team members you care about their professional development, and are willing to provide relevant resources and support.
The curriculum has been completely redesigned and modernized, using real-life case studies and modern learning techniques. Its on-line modular approach, which contains smaller, digestible modules, allows each individual learner, and organizations as a whole, to effectively address their unique training requirements.
QKAs credential holders have gained the knowledge and skills to:
- Explain retirement plan eligibility for new hires and rehires to plan sponsors.
- Communicate with a plan sponsor what data is needed to determine which employees are highly compensated employees and learn how to make the determination.
- Explain the rules for refinancing participant loans to plan sponsors and participants.
- Explain the impact of a loan default to plan sponsors and participants.
- Calculate permitted disparity allocations.
- Explain to a plan sponsor what compensation data is needed and then determine plan compensation using the four definitions of 415 compensation.
- Determine the three different safe harbor adjustments to compensation.
- Run the ratio percentage test for coverage.
- Run the ADP and ACP test using different methods.
- Use shifting to correct failed ADP and ACP tests.
- Calculate ADP/ACP corrective distributions and explain the options with plan sponsors.
- Calculate QNECs using different methods to correct ADP/ADC tests.
- Explain the impact of a top heavy plan to a plan sponsor and determine the top heavy allocations.