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View More ASPPA College of Pension Actuaries [ACOPA] Webcasts and Conferences

Nondiscrimination Testing for Actuaries

ASPPA College of Pension Actuaries [ACOPA]

Feb. 26, 2019
2:00 p.m. - 3:40 p.m. ET

This webcast will explain why the IRS allows disparity in contribution between HCEs and NHCEs, help you design the best DB / DC combination of plans to maximize efficiency, and avoid problems in the second year and beyond, as well as provide some lesser-known tips and tricks to get a failed test to pass in spite of less-than-ideal demographics.

Key Takeaways:

  • Explain why the IRS allows HCEs to get larger contributions than NHCEs.
  • Try some options for passing a failed new comparability nondiscrimination test.
  • Describe the best order for passing tests to properly design a combination of DB and DC plans.

Speaker: Charles D. Steingas, MSPA, Owner, Cash Balance Actuaries, LLC

Continue by clicking on the following link:

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