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July Business Services
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Nova 401(k) Associates
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ESOP Administration Consultant Blue Ridge Associates
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Compass
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Combo Retirement Plan Administrator Strongpoint Partners
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Retirement Plan Consultants
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MVP Plan Administrators, Inc.
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Retirement Plan Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Managing Director - Operations, Benefits Daybright Financial
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Anchor 3(16) Fiduciary Solutions
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Regional Vice President, Sales MAP Retirement USA LLC
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Strongpoint Partners
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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BPAS
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EPIC RPS
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Mergers & Acquisition Specialist Compass
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
| All Webinars, Podcasts and Conferences | > | Upcoming | Grouped by Sponsor |
Advanced ADP and ACP Testing TechniquesASPPA [American Society of Pension Professionals & Actuaries] |
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Feb. 2, 2023 On-Demand Webinar |
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As the holiday season ends, the 401(k) plan testing season begins providing risks, opportunities, and headaches for TPAs, recordkeepers, and plan sponsors. While the ADP and ACP tests are generally straight-forward, they do feature tricks and traps for the practitioner. This program offers a fast-paced discussion of testing and correction techniques, including disaggregation, shifting, recharacterization, the use of QNECs and QMACs and more. Recent law changes have brought us the opportunity to retroactively adopt safe harbor provisions to avoid failed testing results, adding even more options to the address failures. This session will provide valuable information to any practitioner working on non-safe harbor 401(k) plans. |