Fringe Benefit Group
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Pollard & Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Planners and Administrators (RPA)
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Greenline Wealth Management
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Retirement Solutions Specialists
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New York City District Council of Carpenters Benefit Funds
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Webinars and Podcasts |
> | Upcoming | Recorded |
Conferences (In-Person or Virtual) |
> | Upcoming | Grouped by Location |
All | > | Upcoming | Grouped by Sponsor |
Complex Testing / Multiple PlansASPPA [American Society of Pension Professionals & Actuaries] |
July 18, 2019 Recorded Online Webinar |
The coverage and nondiscrimination rules form the backbone of our retirement plan system. Having a command of these rules is necessary for effective and creative plan designs, avoiding unnecessary plan corrections, and rescuing a plan from disqualification. Understanding the testing options is particularly helpful in designing and testing retirement plans for related employers. In this webcast, we will use case studies to demonstrate the various options a practitioner has to design and test a retirement plan. Learning Objectives:
Speaker: Stephen W. Forbes, J.D., LL.M |