Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Assistant Team Leader

Nova 401(k) Associates
(Houston TX / Austin TX / Dallas TX / Scottsdale AZ / Telecommute)
Senior Actuarial Administrator

Group RHI
(TX / Telecommute)
Plan Document Support Specialist

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company
(Houston TX / Telecommute)
Plan Document ERISA Attorney

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Retirement Plan Sales Territory Manager

Loren D. Stark Company
(Irving TX / Telecommute)
Client Relationship Manager

Loren D. Stark Company
(Houston TX / Telecommute)
DC Plan Administrator

San Diego Pension Consultants
(San Diego CA)
Compliance Analyst (QKA)

Newport Group
(Folsom CA / Dallas TX / Walnut Creek CA / Annapolis MD / Burlington VT / Charlotte NC / Chicago IL / Fresno CA / Moline IL / Lake Mary FL / Saint Petersburg FL / Saint Louis MO / AL / IA / MN / PA / VA / WI)

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

© 2020 BenefitsLink.com, Inc.