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Retirement Plan Consultant / Account Manager Spectrum Pension Consultants, Inc.
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Forrestall CPAs, LLC
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Employee Benefits Account Manager U.S. Retirement & Benefits Partners
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GreatBanc Trust
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Florida Retirement Consultants
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Associate Consultant / Retirement Plan Analyst Spectrum Pension Consultants, Inc.
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Retirement Plan Consultants
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United Benefit Pensions Inc.
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Distributions and Deconversions Specialist July Business Services
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Director of Retirement Plan Administration & Operations WealthHarbor Capital Group
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The Finway Group
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ADP and ACP Testing TechniquesASPPA [American Society of Pension Professionals & Actuaries] |
Jan. 23, 2024 Recorded Online Webinar |
Speaker: Bob Kaplan, CFP, CPC, QPA, QKC, QKA®, Director of Technical Education, American Retirement Association Description: ADP and ACP testing calculations are generally straightforward, however, there are many opportunities for practitioners to miss some tips and traps. This session provides attendees with both the basic rules for testing and also techniques that can be employed for more favorable results. Also covered will be impacts of several of the SECURE 2.0 changes to testing rules. |