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ONLINE WEBINAR- Cross-Testing with Charles Lockwood of ACSi-NIPA & ASPPA CEU's Available!

  • 23 Jan 2013
  • 11:00 AM - 12:00 PM (PST)
  • ONLINE WEBINAR-West Coast-his is a technical session on how design a plan for cross testing and mechanics of performing the test. Attorneys, TPAs, Consultants, Service Providers and Plan Sponsors.


  • special pricing for OC Corporate Members.
  • A member of any chapter of the WP&BC in good standing.

Registration is closed
Cross-Testing with Charles Lockwood of ACSi

Cross-tested plans have become extremely popular as a way to provide greater benefits to highly compensated employees by converting the plan contributions to benefits at normal retirement age.  This webinar will include plan design, testing methodology, options for correcting a failed discrimination test and special rules that apply to plans maintained by partnerships.

Who Should Attend?

  • Plan Sponsors of qualified retirement plans who want to keep up with recent developments affecting those plans.
  • Service Providers to qualified retirement plans, especially third party administrators, investment advisers and accountants, who want to enhance their ability to provide quality services to their clients.
  • All Benefits Professionals who are interested in participating in a high-quality education forum.

Charles D. Lockwood

 Charles D. Lockwood, J.D., and L.L.M. (Taxation), has over 25 years experience in the employee benefits field. Charles is currently a principal with ASC Institute, LLC. ASCi is a mass submitter of pre-approved plans and provides retirement plan consulting and education services.  Prior to joining ASCi, Charles was a principal with the pension consulting firm Global Benefit Advisors, LLC (GBA) and a Vice President with Pension Publications of Denver (PPD). Prior to entering private consulting, Charles worked in the Employee Plans Division in the National Office of the Internal Revenue Service as a Tax Law Specialist. Charles received his J.D. from the University of Florida and his L.LM from the University of Denver.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:




PO Box 13
Parker, CO 80134

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