Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Implementation Specialist

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Omni Operator

BPAS
(Utica NY)

BPAS logo

Regional Sales Consultant

The Pension Source
(AL / AR / GA / KY / MS / TN / TX)

The Pension Source logo

Senior Plan Administrator

Merkley Retirement Consultants
(Remote)

Merkley Retirement Consultants logo

Census Coordinator

BPAS
(Utica NY / Hybrid)

BPAS logo

Distributions Processor - Qualified Retirement Plans

Anchor 3(16) Fiduciary Solutions, LLC
(Remote / Wexford PA)

Anchor 3(16) Fiduciary Solutions, LLC logo

Defined Benefit Specialist II or III

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Plan Administrator

DWC ERISA Consultants LLC
(Remote)

DWC ERISA Consultants LLC logo

Plan Installation Manager

July Business Services
(Remote / Waco TX)

July Business Services logo

Retirement Combo Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Commack NY)

Heritage Pension Advisors, Inc. logo

Client Service Specialist

EPIC RPS
(Remote / Norwich NY)

EPIC RPS logo

Retirement Plan Administrator

Compensation Strategies Group, Ltd.
(Remote)

Compensation Strategies Group, Ltd. logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
Webinars
and Podcasts
  >  Upcoming   |   On-Demand
Conferences   >  Upcoming   |   Grouped by Location
All Webinars, Podcasts and Conferences   >  Upcoming   |   Grouped by Sponsor

View More ASC Webinars, Podcasts and Conferences

Master the Rules for Short and Off-Calendar Year Plans

ASC

May 26, 2022
On-Demand
Webinar

John P. Griffin, J.D., LL.M. discusses off-calendar and short plan years, which can create numerous compliance issues in administering plans.

In this 2-hour CE webcast, John P. Griffin J.D., LL.M. will discuss the following topics:

  • Role of a plan's "plan year"
  • Off-calendar plan year issues
    • Plan eligibility and participation
    • Plan limits and contributions
    • Nondiscrimination testing
    • Data issues
    • Form 5500 filings
    • Annual notices
  • Short plan year issues
    • Identifying highly compensated employees
    • Compensation, 41, elective deferral and deduction limits
    • Coverage and nondiscrimination testing
    • Safe harbor 401(k) plans
    • Form 5500 filings
    • Plan termination

More Information, How to Register