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

ADP / ACP Testing Techniques

American Society of Pension Professionals & Actuaries [ASPPA]

Feb. 12, 2020
Recorded Online

As a new year begins, it is time to put away the holiday decorations and prepare for testing calendar year 401(k) plans. It is too late to change the HCE group or current / prior year testing method so you must look at other options. 

This fast paced, interactive webcast will review the testing techniques of disaggregation, shifting, re-characterization and the use of QNECs and QMACs. Examples of each will be given. Our clients expect us to be creative and this webcast will expand the options you have for testing.

Learning Objectives:

  • The different testing options for 401(k) plans
  • Using QNEC and QMAC limitations to your advantage
  • Two different methods of disaggregation in testing

Speakers:  Robert M. Kaplan, CFP, CPC, QPA

Continue by clicking on the following link:

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