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Relationship Manager - Defined Contributions Daybright Financial
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Frank Pension Consultants, Ltd.
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Compass
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Relationship Manager for Defined Contributions 2 Daybright Financial
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Defined Contribution Account Manager Nova 401(k) Associates
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Northwestern Wisconsin Associates, Inc. (NWA, Inc.)
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Relationship Manager for Defined Benefits Daybright Financial
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Compass
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Advanced 410(b) Coverage TestingASPPA [American Society of Pension Professionals & Actuaries] |
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July 18, 2024 On-Demand Webinar |
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Speaker: Steve Riordan QKA, QPA, CPC, Vice President, Plan Consulting with Fidelity Investments This minimum coverage testing session will briefly review concepts and then apply them through various case studies. Topics covered in the case studies will include, disaggregation, related plan, 403(b) rules, average benefits testing, long-term part-time employees (LTPT), correcting failed tests, and snapshot testing. Additionally, testing alternatives will be presented for optimal plan design and test results.
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