Pour Some Aggregation On Me: Coverage and Nondiscrimination of Related DC Plans

ASPPA [American Society of Pension Professionals & Actuaries]

Step inside, walk this way, related plans, hey, hey.  In this fast-paced session, with multiple case studies, we’ll review several key related plan testing concepts such as disaggregation, aggregation, the transition rule, and QSLOB’s.  Whether you're working with a tangled web of related plans or just trying to keep your testing in tune, this session will help you break it down like a guitar solo. We’ll crank out the hits on when to combine, when to separate, and how to stay in harmony with IRS rules.

About the Speakers

Steve Riordan, QKA®, QPA™, CPC™, Director, Vice President Plan Consulting, Fidelity Investments

Steve Riordan is a Vice President of Plan Consulting for Fidelity Investments. He leads a team that works with plan sponsors of all sizes and assists them with plan documents & service agreements. Steve had previously led a testing team that supported ADP/ACP testing, coverage, compensation, and cross-testing. Steve has served as a Subject Matter Expert for ASPPA’s Retirement Plan Academy and he was a recipient of the ASPPA Martin Rosenberg Academic Achievement Award.

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