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This program was recorded during a live presentation on December 17, 2009.Two of the most popular defined contribution plan designs are the cross-tested plan and the safe harbor 401(k) plan. These plan designs can offer not only significant disparity in favor of the highly compensated employees, but also flexibility. Each plan design has its advantages and disadvantages.
This program examines and compares the different plan designs. We explain the important considerations in choosing the appropriate plan design for your client. We also will address how eligibility, top heavy, compensation, 415 and catch-up provisions affect these plan designs. Included are numerous examples to illustrate how to maximize each design, as well as an example explaining how to combine the two plan designs.
Speaker: Stephen W. Forbes, J.D., LL.M.
Prerequisites: There are no prerequisites or other advanced preparation for this program. However, the instructor will assume that participants are familiar with cross-tested and safe harbor 401(k) plan rules.
Instructional Delivery Method
Group – Internet-Based
Attendees will be able to determine the following after attending this program:
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.