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Fundamentals Series 04: Coverage test (Ratio Percentage Only) [2017]

FIS Relius Education

Oct. 3, 2017
Recorded Online

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 04: Coverage test (Ratio Percentage Only) [2017]

It's easy to understand the importance of coverage testing. A 401(k) plan must pass coverage testing every year to remain a qualified plan.

This program will take you back to the basics to give you a thorough review of the frequently misunderstood aspects of this vital topic. This lively presentation, rich with examples, will show you the issues you need to understand to make sure plans are not violating the crucial coverage rules. It is necessary that you understand all the nuances of the coverage rules in order to fully appreciate our Nondiscrimination program.

Topics Include:

  • Excludible employees
  • Relationship to eligibility requirements
  • Separating a 401(k) plan into separate parts
  • Who's benefiting
  • Alternate coverage tests
  • Otherwise excludible employees
  • The price of failure
  • Correcting problems

Continue by clicking on the following link:

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