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Cross-Tested/Safe Harbor 401(k) Plan Design
Seattle, WA - 9/13/2012 - 9/13/2012

Description
The information below is from the August - October 2012 programs and is for reference only.
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If you're interested in an onsite presentation for your group, please submit a Call me request or e-mail relius.education@sungard.com.
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Cross-Tested/Safe Harbor 401(k)
Plan Design and Troubleshooting

Cross-tested and safe harbor 401(k) plans are two of the most dynamic plan designs in use today by many employers. In this full-day workshop, you receive analyses and strategies to help you and your clients make full use of the various design alternatives. The program quickly reviews the basics of cross-testing and, with an emphasis on how to create an effective cross-tested plan design, then explores the range of issues a practitioner needs to consider when designing a cross-tested plan including the gateway allocation requirement, top-heavy, early eligibility and allocation group strategies.

SunGard’s Cross-Tested/Safe Harbor 401(k) Plan Design Workshop addresses troublesome issues, such as corrective amendments and the anti-cutback rule. You review the basics of the safe harbor 401(k) plan design, exploring the use of nonelective and match components, and the opportunities and limitations to getting into and “exiting” the safe harbor design during a particular plan year. The speaker demonstrates the triple-stacked match design with the ability to achieve maximum annual allocations, using only the safe harbor 401(k) plan. Attend this program and learn how cross-testing and safe harbor designs can work together in a flexible environment to achieve employer goals and reduce costs.

More than just a review of the rules, this program helps you understand the planning possibilities that exist, so you can choose the right tools for your clients – because one size truly does not fit all.

View/Print 2012 Cross-Tested/Safe Harbor 401(k) Plan Design Agenda.

Topics include:

  • Troubleshooting Cross-tested Plans.
  • Triple-stacked Match vs. Cross-tested Plan Design.
  • Each Participant in His/Her Own Classification.
  • Discretionary Safe Harbor 401(k) Plan Design.
  • Combination Cash Balance and Cross-Tested Plan Design.
  • Early Eligibility Safe Harbor 401(k) Plan Design.
  • Cross-tested Safe Harbor 401(k) Plan Design.
  • Prototype vs. Volume Submitter.

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    Objectives: Upon completion of the Cross-tested/Safe Harbor 401(k) Plan Design Workshop, the attendee should be able to:

    1. Select the most effective cross-tested plan design.
    2. Recognize the risks in using a plan design which places each participant in his/her own classification.
    3. Design a safe harbor 401(k) plan design with a triple stacked match design.
    4. Identify the appropriate situation to recommend a DB/DC combination plan.
    5. Design an effective corrective amendment if cross-tested plan fails nondiscrimination testing.
    6. Identify situations in which an employer may want to use a discretionary safe harbor 401(k) plan.
    Who Should Attend:
    Each Plan Design Workshop is designed for experienced practitioners. However, with the case study approach, even less-experienced practitioners can follow the issues and obtain valuable knowledge.

    Third-party administrators, consultants, attorneys, accountants, actuaries, trust officers, investment advisors, insurance agents, corporate benefits staff, including compensation and human resources, and others involved with plan design, compliance, administration and reporting – all can benefit from this program.

     


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