ASPPA conference

[Tom Poje]

here's hoping to see at least a few of you folks at the conference Nov 6 - 9.

have to give a talk, plus the boss is setting up a booth so I should be easy to track down. always nice to put a face with some of the names I see out here.

[Leopurrd]

Hi Tom,

ASPPA newbie here!

What class are you teaching, and what booth can I find you at??

See you soon,

Vicki

[stephen]

Tom can be found Monday November 7th at 11:00 am-

Workshop 18: Safe Harbor 401(k) with New Comparability

The new 401(k) regulations clarified a number of issues pertaining to safe harbor plans. The first portion of the presentation will review the safe harbor requirements. The remainder of the talk, while briefly looking at how safe harbor contributions effect non-discrimination testing, will look at some of the issues pertaining to cross-testing. You will learn how to calculate an E-Bar and as a result hopefully you will determine by eyeballing census data whether you have a good candidate for a cross-tested plan. Other features like grouping accrual rates and whether to test using SSRA will be discussed. Believe it or not, it is possible to get all this in plus a fractured pension song!

Thomas E. Poje, CPC, QPA, QKA, Dorsa Consulting,

Ponte Vedra Beach, FL

or presumably at the Dorsa Consulting Booth...

[Leopurrd]

Thanks, Stephen - I guess I wasn't looking closely enough in my conference guide! Hope to see you all there!

Vicki