Education
APA Course 4 - Selected Topics in Retirement Plans
Fiduciary Responsibility
• Qualified Default Investment Alternatives
• Prohibited Transactions
• IRS Correction Programs
• Reporting and Disclosure
• Controlled Groups and Affiliated
Service Groups
• Retirement Plan Issues in Mergers
and Acquisitions
• Nondiscrimination under IRC 401(a)(4)
• 403(b) Plans
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