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ESOP Administration Consultant Blue Ridge Associates
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Regional Vice President, Sales MAP Retirement USA LLC
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Managing Director - Operations, Benefits Daybright Financial
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Retirement Plan Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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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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