Regional Vice President of Sales The Retirement Plan Company
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Webinars and Podcasts |
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Conferences (In-Person or Virtual) |
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Top Heavy TestingASPPA [American Society of Pension Professionals & Actuaries] |
July 23, 2019 Recorded Online Webinar |
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:
Speaker: David Schultz, J.D., APM |