BenefitsLink logo
EmployeeBenefitsJobs logo
Featured Jobs

Retirement Plan Administrator (Fort Worth TX)
Retirement Plan Administrator (Colorado Springs CO / Telecommute)

Senior Defined Contribution Account Manager (Houston TX / Dallas TX / Austin TX / Scottsdale AZ / Telecommute)
Senior Retirement Plan Administrator (Philadelphia PA / Telecommute)

Plan Administrator (Lake Mary FL / Richmond VA / Dallas TX / Los Angeles CA)
Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by Location
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More FIS Relius Education Webcasts and Conferences

Who’s the Employer/ee? 04: Testing for Related Employers

FIS Relius Education

July 27, 2015
Recorded Online
Webcast

[Recorded online and available for purchase.]

The consequences of related employer (controlled group, affiliated service group) status are many, and often it can be very difficult to sort between them. But in plan design and testing, perhaps no related employer issue is more troubling than nondiscrimination testing.

This program does not address whether a controlled group exists. Rather, it focuses on how the plan tests for nondiscrimination once you’ve determined it is part of a controlled group. Derrin Watson, the man who “wrote the book” on controlled groups, walks you through all the issues with clear analysis and detailed examples.

Topics include:

  • Service crediting
  • Testing mechanics
  • HCE status with related employers
  • Who’s in the “denominator” of for the general test
  • Dealing with excludable employees with plans with varying eligibility requirements
  • Permissive plan aggregation
  • Average benefit percentage test with differing plans
  • Plan design considerations
  • Effect of the coverage transition rule
  • Multiple plans

Continue by clicking on the following link:
https://www.relius.net/Events/seminardetail.aspx?EID=26834

 
About Us

Testimonials

Privacy Policy

Post a Job

Advertise in the BenefitsLink Newsletters

Add Your Company to the Directory of Vendors and Software

Submit a News Item, Press Release, Webcast or Conference

Contact Us

Payment Portal

© 2019 BenefitsLink.com, Inc.