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View More ASPPA [American Society of Pension Professionals & Actuaries] Webinars, Podcasts and Conferences

Advanced 410(b) Coverage Testing

ASPPA [American Society of Pension Professionals & Actuaries]

July 18, 2024
On-Demand
Webinar

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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