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View More FIS Relius Education Webcasts and Conferences

Understanding Short Plan Years [2018]

FIS Relius Education

Dec. 13, 2018
Recorded Online
Webcast

New plans. Terminating plans. Merging plans. Plan year change. Any of these can give rise to a short plan year. This program provides a detailed look at short and changing years in a variety of contexts. The speaker first explains the principles and then provides numerous examples to show you how the rules work in practice.

Topics include:

  • Eligibility
  • Vesting
  • Benefit accrual (defined benefit)
  • Allocation conditions (defined contribution)
  • Top heavy issues
  • HCE determination
  • ADP / ACP issues
  • 415 limits
  • 401(a)(17) compensation limits
  • Safe harbor 401(k) plans
  • Design considerations
  • Allocation issues
  • Deferral issues

After attending this web seminar, an attendee should be able to:

  • Correctly evaluate and administer plans with short plan years, including new plans, terminating plans, and plans switching year ends
  • Determine how a short plan year affects eligibility and vesting
  • Apply the ADP and ACP tests
  • Calculate 415 limits
  • Apply the safe harbor 401(k) plan rules
  • Determine the impact on allocations
  • Determine highly compensated employees
  • Apply properly the top heavy rules
  • Calculate the compensation limit

Speaker: David Schultz, J.D.

More Information, How to Register

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