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View More FIS Relius Education Webcasts and Conferences

Top-Heavy Testing

FIS Relius Education

May 29, 2018
Recorded Online
Webcast

The top-heavy rules of Section 416 of the Code are among the most confusing and aggravating in retirement law. They are sufficiently unpleasant that Congress has offered top-heavy exemptions as an incentive to adopt particular plan designs. This web seminar makes this complex and detail-driven issue understandable and provides solutions for the situations practitioners face daily.

Topics include:

  • Key Employee Definition
  • Key Employee Attribution
  • Top Heavy Testing
  • Effect of Distributions
  • Safe Harbor 401(k) Exemption
  • Vesting Requirements
  • Minimum Contributions and Benefits
  • Contributions That Can Satisfy Code Requirements
  • Frozen Plans
  • Deferral-Only Plans
  • Document Requirements

Prerequisites:

No prerequisite or advanced preparation is required for this course. The instructor will assume attendees have a minimum of one year of experience.

Level: Intermediate.
Instructional Delivery Method
Group – Internet-Based

 

NASBA Field of Study: Taxes

Speaker: David Schultz, J.D.

Objectives: After attending this seminar, attendees should be able to:

  • Determine whether a plan is top heavy
  • Determine whether a participant is a key employee
  • Identify the appropriate "look back" period for distributions
  • Implement statutory requirements of a top-heavy plan
  • Determine the minimum contribution

More Information, How to Register

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