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Focused Topic 02 - Nondiscrimination Testing with Related Employers

FIS Relius Education

Mar. 31, 2014
Recorded Online
Webcast

[Recorded online and available for purchase.]

The consequences of related employer (controlled group, affiliated service group) status are many, and often it can be very difficult to sort between them. But in plan design and testing, perhaps no related employer issue is more troubling than nondiscrimination testing.

This program does not address whether a controlled group exists. Rather, it focuses on how the plan tests for nondiscrimination once you’ve determined it is part of a controlled group. Derrin Watson, the man who “wrote the book” on controlled groups, walks you through all the issues with clear analysis and detailed examples.

Topics include:

  • Service crediting
  • Testing mechanics
  • HCE status with related employers
  • Who’s in the “denominator” of for the general test
  • Dealing with excludable employees with plans with varying eligibility requirements
  • Permissive plan aggregation
  • Average benefit percentage test with differing plans
  • Plan design considerations
  • Effect of the coverage transition rule
  • Multiple plans

Prerequisites:
There are no prerequisites and no advance preparation required for this program. However, the instructor assumes attendees have a basic understanding of coverage testing using the average benefit test and the ratio percentage test.

Level: Intermediate

Instructional Delivery Method
Group – Internet-Based

Speaker – S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: After the seminar, an attendee should be able to:


  1. Properly credit service between related employers
  2. Apply exclusions for minimum age and service in related employer environments
  3. Maximize flexibility in related employer plan design
  4. Perform nondiscrimination testing in related employer situations
  5. Determine the make-up of the coverage fraction where a controlled group maintains more than one plan

Continue by clicking on the following link:
https://www.relius.net/Events/seminardetail.aspx?EID=26393

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