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Regional Sales Director-Heartland July Business Services
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Senior Client Service Specialist EPIC RPS
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Independent Retirement
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Independent Retirement
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Internal Channel Sales Team Lead July Business Services
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The Pension Source
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Director, Strategic Accounts and Channel Development July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Relationship Manager for Defined Benefit/Cash Balance Plans MM Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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Advanced ADP and ACP Testing TechniquesASPPA [American Society of Pension Professionals & Actuaries] |
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Feb. 2, 2023 On-Demand Webinar |
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As the holiday season ends, the 401(k) plan testing season begins providing risks, opportunities, and headaches for TPAs, recordkeepers, and plan sponsors. While the ADP and ACP tests are generally straight-forward, they do feature tricks and traps for the practitioner. This program offers a fast-paced discussion of testing and correction techniques, including disaggregation, shifting, recharacterization, the use of QNECs and QMACs and more. Recent law changes have brought us the opportunity to retroactively adopt safe harbor provisions to avoid failed testing results, adding even more options to the address failures. This session will provide valuable information to any practitioner working on non-safe harbor 401(k) plans. |