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A Two-Part Web Seminar
This program was recoded during a live presentation on September 24-25, 2009.
The final 403(b) regulations profoundly affect virtually every aspect of 403(b) administration. But for dedicated 403(b) practitioners, one of the most puzzling sets of new rules relates to coverage and nondiscrimination testing for employer contributions. Gone are the simple safe harbors which 403(b) plans have employed for 20 years. In their place are the complex testing rules which qualified plans have followed for years.
This two-part web seminar analyzes the coverage and nondiscrimination rules as they relate specifically to 403(b) plans in 2009 and subsequent years. We discuss what plans must be tested, who to count in the tests, how to perform the tests, and strategies to help plans pass. Get ready for a fast-paced program with lots of practical examples.
Speaker – S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Instructional Delivery Method
Group – Internet-Based
Attendees should have a general understanding of the operation of 403(b) plans. The speaker will NOT assume that attendees have experience in performing coverage or nondiscrimination tests for 403(b) plans or qualified plans.
Level - Overview
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: email@example.com.