Covering Coverage: The Why, When and How of Coverage Testing

ASPPA [American Society of Pension Professionals & Actuaries]

Without proper coverage, a plan may lose its qualification status. Let’s examine this important test by covering the concepts, its role in the lineup of nondiscrimination testing, and the operation through varying case study examples.

About the Speaker

Erin Patton, is a graduate of Illinois Wesleyan University with a degree in Economics, Erin has been in the retirement plan industry for over 20 years. She joined Striegel Knobloch & Company, L.L.C. in Bloomington, Illinois as their Third Party Administrator in July of 2020. Prior to, she was the Senior Vice President of Plan Services for Alliance Benefit Group managing the administration and client-facing teams as well as serving as senior design consultant. She has a great depth of comprehensive experience in strategic plan design, compliance and plan operation. A Certified Pension Consultant and an Enrolled Retirement Plan Agent, Erin has years of successful experience representing Plan Sponsors on complex compliance topics. She is an active committee member of ASPPA advocating for education and advanced professional credentialing within the industry. Erin currently resides in Morton, Illinois with her husband Scott and their two daughters Olivia and Campbell.

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