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Fundamentals Series 08: Nondiscrimination Testing and Allocations [2017]

FIS Relius Education

Nov. 29, 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 08: Nondiscrimination Testing and Allocations [2017]

It's been over two decades since the IRS issued the nondiscrimination final regulations under §401(a)(4). "Detailed" doesn't begin to describe the mind-numbing 186 pages of government-speak in the final regulations. These rules intimately affect many aspects of plan operation and design. Retirement practitioners must have a thorough understanding of the nondiscrimination rules affecting defined contribution plans. Using clear analysis and examples, the speaker presents a clear path through the various issues for testing and allocations.

Nondiscrimination Topics include:

  • Design-based safe harbors
  • Effect of allocation conditions
  • Permitted disparity
  • Introduction to general nondiscrimination test
  • Correcting problems
  • Compensation limitation
  • Impact of corrective contributions

Continue by clicking on the following link:
http://www.relius.net/events/seminardetail.aspx?EID=27116

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