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View More FIS Relius Education Webcasts and Conferences

401(k) Beyond the Basics 12: Safe Harbor 401(k) Plan Operation

FIS Relius Education

Jan. 17, 2017
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 12: Safe Harbor 401(k) Plan Operation

Safe harbor plans offer several peculiarities when it comes to plan operational and testing issues. This program will take a close look at these issues including:

** Top heavy exemption
** Top heavy satisfaction
** Use of OEE rule
** Coverage testing
** Nondiscrimination for nonelective contributions
o Gateways
o Integrated plans
o General test
** Testing matching contributions if ACP safe harbor does not apply
** Corrections

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: David Schultz, J.D.

Objectives:
After completing the program, attendees should be able to:

** Correctly analyze the peculiarities of coverage and nondiscrimination testing for a safe harbor plan
** Correctly apply the top heavy exclusion
** List the alternatives for dealing with immediate entry
** Develop solution to correct plan mistakes

More Information, How to Register

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