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Nova 401(k) Associates
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BPAS
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ESOP Administration Consultant Blue Ridge Associates
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Strongpoint Partners
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EPIC RPS
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Anchor 3(16) Fiduciary Solutions
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Regional Vice President, Sales MAP Retirement USA LLC
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Managing Director - Operations, Benefits Daybright Financial
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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Mergers & Acquisition Specialist Compass
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Combo Retirement Plan Administrator Strongpoint Partners
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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Safe Harbor 401(k) Plan Workshop: Plan Design, Troubleshooting and SECURE ChangesASPPA [American Society of Pension Professionals & Actuaries] |
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Feb. 13, 2024 - Feb. 14, 2024 On-Demand Webinar |
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Speaker: Stephen Forbes, J.D., LL.M., President, Forbes Retirement Plan Consulting Description: The Safe Harbor 401(k) Plan has become the most popular 401(k) plan design. Nevertheless, many practitioners and employers continue to be unaware of design options that effectively maximize its advantages, particularly how to use the ACP safe harbor features. One of the more attractive plan designs is combining a Safe Harbor 401(k) plan with a Cross-Tested Plan. We also will discuss the changes made by the two SECURE Acts. Finally, we will address how to correct a Safe Harbor 401(k) Plan that runs afoul of the rules. Learning Objectives:
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