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Master the Rules for Short and Off-Calendar Year Plans


May 26, 2022
Recorded Online

John P. Griffin, J.D., LL.M. discusses off-calendar and short plan years, which can create numerous compliance issues in administering plans.

In this 2-hour CE webcast, John P. Griffin J.D., LL.M. will discuss the following topics:

  • Role of a plan's "plan year"
  • Off-calendar plan year issues
    • Plan eligibility and participation
    • Plan limits and contributions
    • Nondiscrimination testing
    • Data issues
    • Form 5500 filings
    • Annual notices
  • Short plan year issues
    • Identifying highly compensated employees
    • Compensation, 41, elective deferral and deduction limits
    • Coverage and nondiscrimination testing
    • Safe harbor 401(k) plans
    • Form 5500 filings
    • Plan termination

More Information, How to Register

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