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Fundamentals of Cross Tested Plans - Part 1

FIS Relius Education

Nov. 2, 2015
Recorded Online
[Recorded online and available for purchase.]

Cross-tested plans continue to grow in popularity as more and more employers and practitioners realize the value of this plan design

Join us for this three-part Web seminar as Derrin Watson walks you through each step of the fundamentals of cross-tested plans to help you better understand how to calculate benefit rates, test a plan for nondiscrimination, and design a cross-tested plan.

This is a "must-attend" program for those retirement plan professionals who are new to cross-testing, and is a great review of fundamental principles for the experienced specialist. Understanding the principles of cross-testing is essential to understanding our upcoming advanced cross-testing web seminar.

Topics include:

  • Cross-Testing Principles
  • Converting Contributions to Benefits
  • Age-Based Design
  • Minimum Gateway Contributions
  • Simple Cross-Tested Design
  • Cross-Tested 401(k) Designs
  • Group structure
  • Troubleshooting

More Information, How to Register

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