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Cross-Tested Plans Workshop - A 3-part Web Seminar
Presentor: Stephen W. Forbes Recorded Date: 8/18/2009 Duration: 300 Min.

Description

SunGard's Relius Education Programs Now Earn Continuing Education Credit for ERPA Designees. See "Continuing Education" link on the right for more information.

Cross-tested plans continue to grow in popularity as more and more employers and practitioners realize the value of this plan design. Still, many retirement professionals have avoided this creative plan design, often because of not understanding its complexities.

This three-part Web seminar presented by Stephen Forbes on July 18, 19 & 20, 2009, will walk you through each step of the fundamentals of cross-tested plans to help you better understand how to calculate benefit rates, test a plan for nondiscrimination, and design a cross-tested plan.

This is a "must-attend" program for those retirement plan professionals who are new to cross-testing, and is a great review of fundamental principles for the experienced specialist.

Topics include:

  • Cross-Testing Principles
  • Converting Contributions to Benefits
  • Age-Based Design
  • Minimum Gateway Contributions
  • Simple Cross-Tested Design
  • Cross-Tested 401(k) Designs
  • Prototype vs. Volume Submitter
  • Troubleshooting

     

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

    Instructional Delivery Method:
    Group Internet-Based

    Prerequisites
    There are no prerequisites or advance preparation for this program. However, the speaker will assume participants have a basic understanding of coverage and nondiscrimination testing.

    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: relius.education@sungard.com.

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