Lesson 5: Plan Investments
NEW Comprehensive Guide to 401(k) Plans
Description
Lesson 5 – Plan Investments
- Plan investment options
- Permissible investment vehicles
- Prohibited transactions
- Other investment-related issues
- Investment selection & monitoring
- Plan sponsor responsibilities
- Participant responsibilities
- Investment fiduciaries
- Plan trusts
- Trustee & custodian responsibilities
- Trust operations