FIS Relius

This program was recorded during a live presentation on October 16, 2008.

As the safe harbor 401(k) plan design reaches its 10-year anniversary, it has become one of the most popular retirement plan designs. Initially, practitioners viewed the plan design as one that simply allowed the employer to avoid the ADP test. Now, practitioners are learning that by utilizing multiple matching formulas, they can design a plan that provides flexibility and disparity comparable to a cross-tested plan. In addition, combining the safe harbor 401(k) plan with a cross-tested plan, achieves the best of both worlds.

In this 100-minute Web program, we not only explain and compare the different safe harbor 401(k) plan designs; we also explain exactly how you design such plans. Now, with plan restatement upon us, understanding how to take full advantage of the potential of this plan design is important to you and your clients.

• Plan Requirements and Options
• Triple Stacked Match
• Safe Harbor Nonelective vs. Match
• Cross-Tested + Safe Harbor 401(k)
• QACA Design Options
• Integrated Safe Harbor 401(k) Plan
• Additional Matching Contribution Requirements
• Eligibility Date Options

Speaker – Stephen W. Forbes, J.D., LL.M.

Instructional Delivery Method
Recorded playback of live Web seminar.

Prerequisites
There are no prerequisites and no advance preparation required for this program.

Level - Intermediate. The speaker will assume participants have an understanding of the basics of 401(k) operation.

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.