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ADP and ACP Testing TechniquesASPPA [American Society of Pension Professionals & Actuaries] |
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Jan. 23, 2024 On-Demand Webinar |
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Speaker: Bob Kaplan, CFP, CPC, QPA, QKC, QKA®, Director of Technical Education, American Retirement Association Description: ADP and ACP testing calculations are generally straightforward, however, there are many opportunities for practitioners to miss some tips and traps. This session provides attendees with both the basic rules for testing and also techniques that can be employed for more favorable results. Also covered will be impacts of several of the SECURE 2.0 changes to testing rules. |