Eligibility Basics and the New LTPT Rules

ASPPA [American Society of Pension Professionals & Actuaries]

Understanding who can participate in a retirement plan is key to compliance. With the introduction of Long-Term Part-Time (LTPT) employee provisions under recent law changes, eligibility rules have become more nuanced. This webcast will provide a clear overview of basic eligibility requirements, explain the new LTPT rules in plain language, and offer practical guidance for plan administrators. Participants will leave with the tools needed to apply these rules correctly and confidently in everyday plan management.

By the end of this webcast, attendees will be able to:

• Describe the fundamental eligibility requirements for retirement plan participation, including age and service standards.
• Explain the new LTPT rules and determine which long-term part-time employees must be offered plan participation.
• Implement best practices for tracking, documenting, and updating employee  eligibility to maintain compliance under both existing and new rules.

More Information, How to Register