Implications of the Long-Term Part Time Employee Rules

Pentegra

The LTPTE rules can create significant compliance challenges for plan sponsors and service providers who are unaware of the scope and implications of these requirements. This presentation highlights the nuances of these rules and how they impact eligibility, vesting, compliance testing, audits and Form 5500 filings. Multiple examples will illustrate the day-to-day impact of these rules and how plan design considerations can mitigate their overall impact.

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