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View More ISCEBS - Pacific NW Chapter Webcasts and Conferences

Understanding Health & Welfare Section 125 Nondiscrimination Testing

ISCEBS - Pacific NW Chapter

Mar. 26, 2020
Recorded Online

There are a number of nondiscrimination tests that may be used, based on the Internal Revenue Code, to ensure that benefits programs do not discriminate in favor of Highly Compensated / Key Employees.

This presentation will focus on Section 125 Cafeteria Plan nondiscrimination testing basics, both under existing final regulations and the 2007 Proposed Regulations. Our speaker will also touch on when to test and the data needed, Section 129 and Section 105(h) testing, and mergers & acquisitions complications.

Included will be an in-depth focus on the following areas:

  • Health & welfare plans subject to Section 125 nondiscrimination testing
  • Definitions and exclusions pertaining to Section 125 plans
  • Sanctions for plans failing Section 125 testing
  • Performing the Section 125 testing itself, including possible safe harbors
  • Pitfalls and red flags when providing benefits
  • Key testing notes and the importance of classification

Top Three Takeaways:

  1. A checklist of the tests and sub-tests that should be accounted for when performing health and welfare nondiscrimination testing – Don’t let your due diligence come up short!
  2. A baseline understanding of the Section 125 nondiscrimination testing process
  3. Overview of due diligence, best practices, tax implications, and the importance of classification testing

Speaker: Leonard Spangher, CEBS, Vice President & Senior Health Consultant, The Segal Group

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