Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

Plan Administrator

Independent Retirement
(Telecommute / Portland OR)

Independent Retirement logo

Distribution Specialist

Carpenter Morse Group
(Telecommute / Longwood FL)

Carpenter Morse Group logo

Client Success Specialist

Ubiquity Retirement + Savings
(Telecommute / San Francisco CA / AZ / CO / FL / IL / KY / LA / MA / NC / NJ / NV / NY / OR / SC / TN / WA)

Ubiquity Retirement + Savings logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More FIS Relius Education Webcasts and Conferences

401(k) Beyond the Basics 09: ACP Testing Techniques

FIS Relius Education

Oct. 11, 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 09: ACP Testing Techniques

The ACP test for matching contributions poses its own challenges, although frequently less severe than the challenges of the ADP test. Frequently, the interaction of the tests creates interesting challenges of its own. This seminar will explore the options and techniques involved with testing matching contributions. Topics include:

** Current or prior year testing
o Concerns with discretionary match
o Problems with using a different method than with the ADP test
** Key differences between ADP and ACP tests
** Test interaction
o Borrowing deferrals for the ACP test
o Switching QMACs to the ADP test
o Dealing with associated match
o Order of testing
** Illegal approaches to ACP failures
** Dealing with different rates of match
** Matching catch-up contributions
** Special match targeting rules

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:
** Advise a client regarding testing methods for ADP and ACP tests
** Correctly apply the rules regarding associated matches
** Determine if different match rates exists and whether they are nondiscriminatory

More Information, How to Register

© 2020 BenefitsLink.com, Inc.