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This program was recorded during a live presentation on November 24, 2009.
The IRS has given its blessing to the use of single member groups in cross-tested plans, but it’s a mixed blessing. The resilience of “everyone in a separate group” allocation system is phenomenal. It offers employers the ultimate in design and operational flexibility. But it comes at the price of concerns over deemed 401(k) plans. Cross-tested prototype plans additionally must watch out for new limitations on the number of NHCE allocation rates.
This program examines the strategies, opportunities, and pitfalls of having each participant in a separate group. It includes several examples which will illustrate not only the power of this design option, but also how to maximum the benefits of the design.
Speaker S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator's Award
Instructional Delivery Method:
Group - Internet-Based
Prerequisites: There are no prerequisites or other advanced preparation for this program. The instructor will assume that participants are familiar with cross-tested plan designs, and understand the basics of using the average benefit test to do the general nondiscrimination test.
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: firstname.lastname@example.org.