Featured Jobs

ERISA & Employee Benefit Specialist / Paralegal (New York NY)

Pension Practice Director (Louisville KY / Telecommute)

Retirement Plan Administrator (Kennett Square PA)

NQ Client Services Manager (Lake Mary FL / Dallas TX)

Senior Qualified Plan Administrator (Miamisburg OH)

Regional Sales Vice President, Outside Retirement Sales Consultant (Marlton NJ / Telecommute)

Compliance Manager (Ponte Vedra Beach FL)

Compliance Administrator III (Chico CA / Telecommute)

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 ASPPA [American Society of Pension Professionals & Actuaries] Webcasts and Conferences

Top Heavy Testing

ASPPA [American Society of Pension Professionals & Actuaries]

July 23, 2019
Recorded Online
Webcast

Of all the compliance and nondiscrimination tests required by ERISA, the top-heavy test is among the most confusing — and the most hated.

This web seminar will explore this complex topic and include a review of the key employee definition, including attribution rules, the lookback rules for distributions, minimum contribution requirements and deferral-only plans.

Learning Objectives:

  • Determine whether a plan is top heavy.
  • Identify whether a participant is a key employee.
  • Implement statutory requirements of a top-heavy plan.
  • Determine the minimum contribution.
  • Identify the appropriate "look back" period for distributions.

Speaker: David Schultz, J.D., APM

Continue by clicking on the following link:
https://asppa-net.org/market-place/asppa-webcast-top-heavy-testing

© 2019 BenefitsLink.com, Inc.