FIS Relius |
About Us | Support | Products and Services | News | Training | Events | Contact Us | Links | Search | Sitemap |
Home / Events / FIS Relius | Welcome! Log In or Register |
Advanced Cross-Tested Plans: Adding More Tools
Restructuring, Age/Service Schedules, Banding, Family Members, and More
Cross-tested profit-sharing and 401(k) plans are among the most popular plan designs today. They can aid a practitioner in tailoring a plan for the needs of a business and its workforce. But cross-testing is not a “one size fits all” design.
There are many approaches to a cross-tested plan, with very different outcomes. And unless a practitioner understands all the tools available for the plan, the practitioner may well provide a plan that is less effective or more costly than it could or should be.
SunGard’s new Advanced Cross-Tested Plans Workshop adds to the tools practitioners have available to assist their clients. After reviewing the fundamentals of cross-testing, this program provides examples and explanations of advanced design and testing techniques to help practitioners achieve the best plan design, depending on a particular employer’s situation.
Plan now to attend and fill your toolbox with the strategies and knowledge that can help you design the right plan for your clients.
Topics include:
Prerequisites: There are no prerequisites or advanced preparations required for this intermediate level course. However, attendees should have a basic familiarity with: 1) the coverage testing requirements, and 2) allocating contributions in a defined contribution plan.
Level: Intermediate
Instructional Delivery Method
Group – Internet Based
Objectives: After attending this program, a participant should be able to:
Hardware System Requirements:
Software Requirements:
Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.