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Retirement Plan Documents Specialist Loren D. Stark Company
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Free Publications
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
| All Webinars, Podcasts and Conferences | > | Upcoming | Grouped by Sponsor |
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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