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Basics of Cross-Testing


June 25, 2015
Recorded Online

Cross-testing is not only for designing plans that provide greater benefits for older highly compensated employees. While usually associated with "new-comparability" plans, cross-testing also can be used to help plans satisfy minimum coverage or correct other nondiscrimination failures!

This webcast will provide attendees with a thorough understanding of the basics of cross-testing and will also discuss:

  • When cross-testing can be used to help plans satisfy coverage and nondiscrimination failures
  • The methodology for converting contributions to benefits
  • How such equivalent benefits can be used for purposes of coverage and nondiscrimination testing
  • Other situations where cross-testing can be used to assist in plan design

Join industry expert and ERISA attorney, Charles Lockwood, J.D., LL.M., for the webcast. Charles has over 30 years' experience in the employee benefits field, including training and consulting with top firms in the industry.

Continue by clicking on the following link:

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