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401(k) Beyond the Basics 04: HCEs and Compensation

FIS Relius Education

Aug. 22, 2016
Recorded Online
Webcast

Do you already know the basics of 401(k) plans, and want to move on to the nitty gritty? There are so many rules, that it is impossible even for a very experienced practitioner to remember them all. Each installment in this series will present a one-hour focused look at a single topic affecting 401(k) plans and provide the information practitioners need to know to be sure they are fully assisting the companies and participants they serve. You can brush up on a single topic, or view the whole set, either as a live seminar, where you can ask questions, or as an archived presentation on your own schedule. Our standard pricing has been discounted to make attendance to all sessions in this series more cost effective. The series will cover the following:

401(k) Plans: Beyond the Basics Web Series

** 401(k) BB 01: IRS and DOL Correction Programs:More than Alphabet Soup
** 401(k) BB 02: Plan Document Requirements and Deadlines
** 401(k) BB 03: Eligibility and Vesting Design Considerations
** 401(k) BB 04: HCEs and Compensation
** 401(k) BB 05: Coverage Testing Issues
** 401(k) BB 06: The Average Benefit Test
** 401(k) BB 07: Elective Deferral Options
** 401(k) BB 08: ADP Testing Techniques
** 401(k) BB 09: ACP Testing Techniques
** 401(k) BB 10: After-tax Contributions: The Other White Meat
** 401(k) BB 11: Safe Harbor 401(k) Plan Design
** 401(k) BB 12: Safe Harbor 401(k) Plan Operation
** 401(k) BB 13: Distribution Restrictions & Hardships
** 401(k) BB 14: Participant Loans: The Fine Print
** 401(k) BB 15: All About Roth

401(k) Beyond the Basics 04: HCEs and Compensation

The definition of HCE is deceptively simple. It is simple because you can summarize it in a sentence or two. It is deceptive because the devil is in the details, details that defy glib answers. The same is even more true of compensation, one of the most important concepts in the retirement plan world. This session truly takes you beyond the basics to explore the important nuances in these critical definitions.

Topics include:
** HCE Status
>> 5% owner
>> Attribution rules
>> Compensation test
>> Top 20 test
* Exclusions
* Election
>> New hires
** Compensation
>> 415
>> Nondiscriminatory
>> Differential wage payments
>> Issues in handling deferral compensation
>> Post severance compensation
>> Net compensation
>> Participating compensation
>> Compensation ratio test
>> Safe harbor plan compensation

Prerequisites:
There are no prerequisites or other advanced preparation for this program. The instructor will assume attendees have a general familiarity with the qualified plan requirements, and a minimum of two years of experience in dealing with qualified plans.

Level: Intermediate
Instructional Delivery Method: Group Internet-Based
NASBA Field of Study: Taxes

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

Objectives:
After attending the program you should be able to:
** Apply the top 20% rule
** Advise an employer regarding HCE elections
** Determine includable post-severance compensation
** Advise an employer regarding alternative compensation elections

Continue by clicking on the following link:
http://www.relius.net/events/seminardetail.aspx?EID=26999

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