BenefitsLink logo
EmployeeBenefitsJobs logo
Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Featured Jobs

Employee Benefits Attorney (Indianapolis IN)
Defined Contribution Administrator (Oak Brook IL)
Associate Fund Counsel (Washington DC)
Plan Administrator (Huntington Beach CA / Ballston Lake NY)
Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by Location
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More FIS Relius Education Webcasts and Conferences

Designing Matching Contributions That Work [2019]

FIS Relius Education

June 3, 2019
12:00 p.m. ET
Webcast

For an ADP-tested plan, the matching contribution is frequently the most important design feature to help pass the test. Your plan documents are likely filled with multiple, and often confusing, options for matching contributions. Making the best use of all those options requires skill, knowledge, creativity, and judgment.

This program approaches matching contributions from a design perspective.

Topics include:

  • Discretionary or fixed
  • Current or prior year testing
  • Match rates
  • Limits ($ or %) on match
  • Time period for computing match
  • Contribution deadlines
  • Matching catch-ups
  • Changing matching formulas midyear
  • Different rates for different groups
  • Match based on years of service
  • Compensation issues

After attending the seminar, you should be able to:

  • Effectively design a matching contribution program for an employer plan
  • List the options available in designing a match
  • Advise clients on the pros and cons of different matching contribution formula options
  • Assist plan sponsors that want to increase participation or deferral rates

Speaker: David Schultz, J.D.

Continue by clicking on the following link:
http://www.relius.net/Events/seminardetail.aspx?EID=27258

 
About Us

Testimonials

Privacy Policy

Post a Job

Advertise in the BenefitsLink Newsletters

Add Your Company to the Directory of Vendors and Software

Submit a News Item, Press Release, Webcast or Conference

Contact Us

Payment Portal

© 2019 BenefitsLink.com, Inc.