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.
- Design more attractive retirement plans using advanced testing methods.
- Explain plan design options to clients and other pension professionals.
- Apply the alternative testing options to rescue a plan from disqualification.
Speaker: Stephen W. Forbes, J.D., LL.M
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