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Advanced Cross-Tested Plans Techniques - A 2-Part Program

FIS Relius Education

Nov. 30, 2015
Recorded Online

[Recorded online and available for purchase.]

Restructuring, Age/Service Schedules, Banding, Family Members and More

Cross-tested profit-sharing and 401(k) plans are among the most popular plan designs today. They can aid a practitioner in tailoring a plan for the needs of a business and its workforce. But cross-testing is not a "one size fits all" design.

There are many approaches to a cross-tested plan, with very different outcomes. And unless a practitioner understands all the tools available for the plan, the practitioner may well provide a plan that is less effective or more costly than it could or should be.

SunGard’s new Advanced Cross-Tested Plans Techniques seminars adds to the tools practitioners have available to assist their clients. This program provides examples and explanations of advanced design and testing techniques to help practitioners achieve the best plan design, depending on a particular employer’s situation.

Plan now to attend and fill your toolbox with the strategies and knowledge that can help you design the right plan for your clients.

Topics include:

  • Restructuring into Component Plans
  • Using Family Members
  • Multiple Averaging Techniques
  • Minimum Gateway Contributions
  • Avoiding Minimum Gateways
  • Banding
  • Plan Design Options
  • Testing Alternatives; Imputing Permitted Disparity
  • 11(g) Amendments

Continue by clicking on the following link:

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