Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Regional Sales Director-Mid Atlantic

July Business Services
(Waco TX / DC)

July Business Services logo

Consulting Actuary

Daybright Financial
(Remote)

Daybright Financial logo

Team Leader

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Relationship Manager – Defined Contributions

Daybright Financial
(Remote)

Daybright Financial logo

Manager of Client Service

EPIC RPS
(Remote / Norwich NY)

EPIC RPS logo

Relationship Manager

Daybright Financial
(Remote)

Daybright Financial logo

Consultant / Account Manager

Spectrum Pension Consultants (part of Daybright Financial)
(Remote / Tacoma WA / CA / OH)

Spectrum Pension Consultants (part of Daybright Financial) logo

Experienced Employee Benefits Attorney

Shipman & Goodwin LLP
(Hartford CT / Stamford CT / Boston MA / Hybrid)

Shipman & Goodwin LLP logo

Plan Administrator

Stones River Consulting
(Remote / TN)

Stones River Consulting logo

Regional Sales Director-Heartland

July Business Services
(Remote / Waco TX / IL)

July Business Services logo

Director, Strategic Accounts and Channel Development

July Business Services
(Remote / Waco TX)

July Business Services logo

Internal Channel Sales Team Lead

July Business Services
(Remote / Waco TX)

July Business Services logo

Senior Client Success Manager

Independent Retirement
(Remote)

Independent Retirement logo

Plan Administration Analyst

EPIC RPS
(Remote)

EPIC RPS logo

Director of Regulatory Operations and Compliance

PCS Retirement
(PA / Hybrid)

PCS Retirement logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
Webinars
and Podcasts
  >  Upcoming   |   On-Demand
Conferences   >  Upcoming   |   Grouped by Location
All Webinars, Podcasts and Conferences   >  Upcoming   |   Grouped by Sponsor

View More ASPPA [American Society of Pension Professionals & Actuaries] Webinars, Podcasts and Conferences

Cross-Tested Plan Workshop: Testing, Design and Troubleshooting

ASPPA [American Society of Pension Professionals & Actuaries]

Nov. 12, 2025 - Nov. 13, 2025
12:00 p.m. - 4:00 p.m.
Webinar

Cross-tested plans continue to grow as a popular plan design. To accommodate different employer situations, it is essential that practitioners not only understand how to test the plans, but also how to design such plans and how to troubleshoot the plans when they fail. In this workshop, we will use practical examples to help you obtain the skills to make your cross-tested plan practice grow.

Learning Objectives:

  • Determine when restructuring a cross-tested plan will help pass nondiscrimination. 
  • Design a more flexible plan using family members.
  • Convert a contribution rate to a benefit rate.
  • Allocate and test a contribution under cross-tested plan.
  • Design a combination cross-tested and safe harbor 401(k) plan. 
  • Compare a cross-tested plan with a DB/DC “combo” plan.
  • Use an 11(g) amendment to troubleshoot a failing cross-tested plan.
  • Review other design and testing alternatives.

More Information, How to Register