Minimum Coverage Testing Case Studies

ASPPA [American Society of Pension Professionals & Actuaries]

This fast-paced advanced Minimum Coverage Testing session will consist entirely of case studies.  

Topics covered in the case studies will include disaggregation, related employers, average benefits testing, cross-testing, and transition periods for employer transactions.  

Additionally, creative testing alternatives will be presented for optimal plan design and test results.

Learning Objectives:

• Perform Coverage Testing in complex scenarios
• Improve test results by applying testing alternatives
• Educate and consult with plan sponsors regarding advanced Coverage concepts
• Apply Minimum Coverage concepts to case studies

Speaker: Steve Riordan, Director of Testing and Reporting Services Fidelity Investments

More Information, How to Register