Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Assistant Team Leader

Nova 401(k) Associates
(Houston TX / Austin TX / Dallas TX / Scottsdale AZ / Telecommute)
Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company
(Houston TX / Telecommute)
Retirement Plan Sales Territory Manager

Loren D. Stark Company
(Irving TX / Telecommute)
Plan Document ERISA Attorney

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Client Relationship Manager

Loren D. Stark Company
(Houston TX / Telecommute)
DC Plan Administrator

San Diego Pension Consultants
(San Diego CA)
Compliance Analyst (QKA)

Newport Group
(Folsom CA / Dallas TX / Walnut Creek CA / Annapolis MD / Burlington VT / Charlotte NC / Chicago IL / Fresno CA / Moline IL / Lake Mary FL / Saint Petersburg FL / Saint Louis MO / AL / IA / MN / PA / VA / WI)
Apprentice - Financial Services and Employee Benefits

Columbia Benefits, LLC
(Englewood CO)
Retirement Plan Relationship Advisor

Prosperity Advisors, LLC and SS&G Wealth Management
(Akron OH)
DC 401(k) Plan Administrator

Gelman Pension Consulting, Inc.
(New York NY)
Senior Pension Administrator
Spectra Associates
(PA)
Retirement Plan Advisor / Relationship Manager
Growing Regional Bank
(Houston TX)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More FIS Relius Education Webcasts and Conferences

Benefits, Rights, and Features Testing [2019]

FIS Relius Education

Apr. 29, 2019
Recorded Online
Webcast

Understanding the rules regarding benefits, rights, and features is an essential part of retirement plan administration and plan design. The rules regarding benefits, rights and features are among the least understood areas of retirement plan law. The anti-cutback rule generally prohibits eliminating or reducing optional forms of benefit with regard to a participant’s existing account balance or accrued benefit. The nondiscrimination rules require that optional forms of benefit, ancillary benefits, and plan rights and features be available to a nondiscriminatory group of participants.

This web seminar takes a detailed look at these rules. When can the plan impose an age condition? When can a plan eliminate a benefit form? How can seemingly uniform transition rules associated with plan amendments end up being discriminatory? When might a feature fail the effective availability test? The speaker will address these questions and more.

Topics include:

  • What is a benefit, right, or feature
  • What is an optional form of benefit
  • What are not protected benefits
  • How do you test for discrimination
  • How does the anti-cutback rule apply

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

  • Explain what is an optional form of benefit
  • Apply the anti-cutback rule to benefit forms
  • Determine if an exception to the anti-cutback rule applies to an amendment
  • Distinguish between benefits, rights, and features
  • Determine if a condition applicable to a benefit, right, or feature is exempt from nondiscrimination testing

Speaker: David Schultz, J.D.

Continue by clicking on the following link:
http://www.relius.net/Events/seminardetail.aspx?EID=27264

© 2020 BenefitsLink.com, Inc.