• Home
  • Recorded Webinar: Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors

                     

Recorded Webinar: Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors

  • 31 Dec 2017
  • 10:00 AM - 12:00 PM (PST)
  • RECORDED WEBINAR

Registration

  • A member of any chapter of the WP&BC in good standing.

Register
  RECORDED WEBINAR: 
Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors
with Kevin Donovan

Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors - was recorded by the Western Pension & Benefits Council Governing Board. This webinar will provide two CE Units for ASPPA and NIPA members, ERPAs, JBEA, CPAs in CA and ORE and MCLE in CA.


Qualified plans must demonstrate “fairness” through compliance with the coverage tests of IRC §410(b) and the non-discrimination rules of IRC §401(a). This session will use case studies to illustrate proactive plan designs and testing approaches that lessen the chance of a failure. Alternative methods of testing will be illustrated as well as potential correction options. Attendees will learn about:

  •  Strategic plan designs and methods to detect and avoid compliance traps;
  •  Operational testing options (including plan aggregation and permissive dis-aggregation); and
  •  How to correct testing failures.

Cost: $50 for members, $65 for non-members. For those who cannot attend the live webinar broadcast, a recording of the webinar will be available within one week of the live webinar date. To register to receive a link to the webinar recording, just go through the regular registration process and a link will be sent to you via e-mail as soon as it is available. Please follow the link below to register using a credit or debit card. For group registration, please contact Kristen Sanchez directly at office@westernpension.org.

This webinar is brought to you by Pinnacle Plan Design, LLC.




Powered by Wild Apricot Membership Software