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Pass the Catch-Up

ERISApedia.com

Mar. 24, 2021
Recorded Online
Webcast

100 minutes (2 hours CE for ERPA/NIPA/ASPPA)
Presented by: S. Derrin Watson, J.D., APM

We are months away from the 20th anniversary of EGTRRA, which, among other things, gave us catch-up contributions. Even though catch-ups are well established, they are the heart of many practitioner questions and frequent mistakes. This 100-minute webcast will let us get into the nitty gritty of this popular feature, with lots of examples. We will demonstrate fiscal year calculations, delve into 415 catch-ups, analyze the effect on plan limits, and explore catch-ups for the self-employed.

Slides (3 per page) | Slides (2 per page)

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