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Fundamentals Series 03: Compensation and HCEs [2017]

FIS Relius Education

Sept. 25, 2017
Recorded Online
Webcast

12:00 PM ET

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 03: Compensation and HCEs [2017]

Compensation is one of the most basic issues in plan design and administration, and one of the most confusing. It is not unusual for a plan to have 4 definitions of compensation, or more, each applying to a different function.

One of those functions is the important task of determining who is a Highly Compensated Employee, an HCE. HCE status is pivotal in determining whether a plan passes coverage, the ADP test, the ACP test, and other nondiscrimination tests.

This one-hour seminar brings these two crucial issues together.

Topics include:

  • Alternative definitions of total compensation
  • Nondiscriminatory compensation
  • Safe harbor adjustments
  • Alternative definitions
  • Compensation limitation
  • How to use the definitions
  • Who is an HCE
  • Stock ownership
  • Compensation
  • 20% option

More Information, How to Register

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