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View More FIS Relius Education Webcasts and Conferences

401(k) Beyond the Basics 07: Elective Deferral Options

FIS Relius Education

Sept. 26, 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 07: Elective Deferral Options

    Elective deferrals have become the backbone of American retirement savings, and recently plan designs and opportunities have developed to strengthen and encourage elective deferrals. This program takes an in depth look at the rules and options surrounding elective deferrals. Topics include:

    * 402(g)/401(a)(30) limits
    o Plan limits
    * Catch-up contributions
    o Interface with ADP and 415 testing
    o Fiscal year plans
    * Automatic enrollment
    o EACA
    ** Permissible withdrawal
    o QACA
    o QDIA
    o Notices
    o Corrections
    o Automatic escalation
    * Compensation issues


    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:

  • Calculate the amount of catch-up contributions in a variety of situations
  • Advise an employer regarding options for automatic enrollment and escalation
  • List the administration pitfalls of automatic enrollment and escalation

    More Information, How to Register

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