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Daybright Financial
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Regional Sales Director-Heartland July Business Services
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The Pension Source
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Internal Channel Sales Team Lead July Business Services
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Independent Retirement
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Compass
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Independent Retirement
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Regional Sales Director-Mid Atlantic July Business Services
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Senior Client Service Specialist EPIC RPS
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Director, Strategic Accounts and Channel Development July Business Services
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EPIC RPS
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Nova 401(k) Associates
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Relationship Manager – Defined Contributions Daybright Financial
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Daybright Financial
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Pentegra
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Stones River Consulting
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Automotive Industries Trust Funds
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Mergers & Acquisition Specialist Compass
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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Advanced 410(b) Coverage TestingASPPA [American Society of Pension Professionals & Actuaries] |
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July 18, 2024 On-Demand Webinar |
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Speaker: Steve Riordan QKA, QPA, CPC, Vice President, Plan Consulting with Fidelity Investments This minimum coverage testing session will briefly review concepts and then apply them through various case studies. Topics covered in the case studies will include, disaggregation, related plan, 403(b) rules, average benefits testing, long-term part-time employees (LTPT), correcting failed tests, and snapshot testing. Additionally, testing alternatives will be presented for optimal plan design and test results.
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