Let’s learn to operate a 401(k) plan together.

Launching in 2026, this 18-module professional training program is designed to be the most comprehensive operational 401(k) education available for plan sponsors.
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You were never trained for this.

Let's face it, 401(k) plans have a lot of moving parts, making it easy to make mistakes with plan oversight, administration, and compliance requirements. But the hard reality is the Department of Labor considers you to be a prudent expert on all aspects of operating your 401(k), and ERISA, the governing federal law, holds you personally liable as that prudent expert.

Don't feel like an expert? We've created this training program specifically for you. This program will enable and empower you with clear processes and practical tools, so you’ll never have to wonder if you’re missing something or fear the next DOL notice.
  • Developed by leading 401(k) experts
  • Practical guidance from a pioneer operational fiduciary
  • Learn the same skills and insights plan sponsors pay as much as $50,000 a year for in consulting fees

Our Training Program is Launching in 2026!

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This program is built upon three core areas listed below. Additionally, you can collaborate and exchange experiences and ideas with other plan sponsors within the OA 401 (k) Community, and participate in periodic live training sessions and peer-group coaching.

The Plan

In this six-module course, we will cover the structure of operating a 401(k) plan, including the plan documents and their provisions and design.

The Providers

In this five-module course, we will survey the providers who support a 401(k) and explore the services, the fees and the business practices of each.

The Process

This seven-module course provides best practices for managing all the processes with your plan including participant transactions, payroll and census data, annual compliance and mananging self-corrections.