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401(k) Testing Techniques

FIS Relius Education

Feb. 2, 2016
Recorded Online

Recorded:  February 2, 2016

There are plenty of ways for the creative practitioner to assist a client in passing the ADP test. In fact, some are still available for 2015 calendar year plans! In this Web seminar, we provide overview and instruction on more than 20 different approaches which can assist clients with ADP testing issues. Come fill up your toolbox so you can select just the right approach for your client’s situation.

Topics include:

  • Techniques available after the year is over
    • Compensation adjustments
    • Early participation choices
    • Borrowing
    • Borrowing on both ADP and ACP
    • Targeting (reverse QNECing)
  • Techniques available during a year
    • Testing methods
    • Exclusions
    • Limitations
    • Negative elections
    • First plan year
    • HCE issues
  • Strategies you must put into play before the start of the year
    • Safe harbor strategies
Objectives: After attending this Web seminar, an attendee should be able to:
  • Identify strategies plans can use to address ADP testing problems
  • Determine which strategies will best meet an employer’s needs
  • Explain the timing rules applicable to the various strategies
  • Apply the ADP test using various borrowing techniques
  • Creatively use QNECs to help pass the ADP test
  • Exclude certain employees to assist in passing the ADP and ACP tests

Continue by clicking on the following link:

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