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View More FIS Relius Education Webcasts and Conferences

401(k) Beyond the Basics 10: After-Tax Contributions

FIS Relius Education

Oct. 17, 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 10: After-Tax Contributions: The Other White Meat

Recent guidance from the IRS and recent articles in financial publications have created a firestorm of interest in after-tax voluntary employee contributions. For decades, these have been the forgotten step-child of the retirement plan world. Now interest is heating up.

In this web seminar, we will provide an in depth look at after-tax employee contributions and how they are used. We will closely examine current strategies and discuss whether they work and whether they make sense. There will be lots of examples and ample opportunity for questions. Topics include:

** Sources of after-tax funds
** Separate contracts
** Tax treatment of distributions and rollovers
** Rollover limitations
** ACP testing
** Using after-tax contributions to reach 415 maximum
** Converting after-tax funds to Roth
** Matching after-tax contributions
** Comparison of after-tax and Roth
** Limitations on after-tax contributions
** Comparison of after-tax contribution or employer contribution

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 whether to add after-tax contributions
** Properly test after-tax contributions
** Properly apply tax rules to distributions involving after-tax funds

More Information, How to Register

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