NOTICE OF CHANGE FOR SEMINAR REGISTRATIONS:
To register for Relius Education seminars and conferences, please login or register for a new login account before proceeding. For more information, please see the Benefits of a Relius User Login Account. For assistance, please contact Client Services at 800-326-7235, and select Option 6.

Nondiscrimination Testing - Basics and Beyond Archived Event
Presentor: S. Derrin Watson Recorded Date: 3/16/2006 Duration: 90 Min.

Description

This program was recorded during a live presentation on March 16, 2006.

It's been over a decade since the IRS issued the nondiscrimination final regulations under Section 401(a)(4). "Detailed" doesn't begin to describe the mind-numbing 186 pages of government-speak. These rules intimately affect many aspects of plan operation and design. With the IRS stepping up plan audits, practitioners must have a thorough understanding of the nondiscrimination rules.

This 90-minute program outlines the effect of the nondiscrimination rules on defined contribution plans. Using clear analysis and examples, the speaker will present a clear path through the nondiscrimination rules for both novices and experienced practitioners. However, those attending this archived web seminar should already have a good understanding of the coverage rules (see our Coverage - Basics and Beyond Archived Web Seminar).

What You'll Learn

  • Review of Plan Aggregation and Disaggregation
  • Design-based Safe Harbors
  • Points-based Allocations
  • Effect of Allocation Conditions
  • Combining Formulas
  • Permitted Disparity
  • General Nondiscrimination Test
  • Restructuring
  • Benefits, Rights, Features
  • Amendments
  • Correcting Problems

Speaker – S. Derrin Watson, J.D., APM

Instructional Delivery Method
Group – Internet-Based

Prerequisite
There are no prerequisites for the program. This is an intermediate level course, although new pension practitioners can benefit from the Coverage - Basics and Beyond Archived Web Seminar.

We focus on defined contribution nondiscrimination. Because of the detailed nature of the topic, this program doesl not cover nondiscriminatory compensation, or cross-tested designs.

Level - Intermediate

System Requirements
  • Windows 95, 98, NT 4.0 , 2000, XP
  • Internet Explorer 4.01 or later, Netscape 4.08 or later
  • 56K modem connection or better (128K recommended)
  • Pentium 166+ MHz, 128MB RAM or more
  • 800x600 or higher display resolution
  • Soundcard, Speakers

Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration.

Program related requests, questions, or concerns may be e-mailed to: WebTechSem@relius.net

 


Event Details
Description
Course Materials
Continuing Education
Fees
Call Me

Hidden Event
Registration Is Unavailable