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Fundamentals Series 01: Eligibility [2017]

FIS Relius Education

Sept. 12, 2017
Recorded Online
Webcast

Do you need to train someone new? Do you need to brush up on the basics, or to fill in gaps in your knowledge? SunGard’s Fundamentals Series may be just what you need. 16 convenient 1-hour web seminars provide the information a pension practitioner needs to function effective in the modern 401(k) world. Pick and choose the topics you need, or participate in the entire series: the choice is yours.

Fundamentals Series 01: Eligibility [2017]

One of the first things a new retirement practitioner learns is eligibility. How long can you keep someone out of a plan? What entry dates must you use? What is an hour of service? And yet, eligibility also houses some of the most complex questions even experienced retirement practitioners face. How do you handle rehired employees? What service counts when a worker shifts from an excluded class to an included class? How do you count service among controlled group members?

This program provides a complete discussion of the eligibility rules, with many examples. As always, those who attend our live web seminars have an opportunity to ask questions of the speaker about the subject matter.

Topics include:

  • Years of service
  • Hours of service
  • Equivalencies
  • Crediting service
  • Eligibility computation periods
  • Break in service
  • Entry dates
  • Rehired participants
  • Change of class
  • Related employers
  • Predecessor employers
  • Family leave

More Information, How to Register

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