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Do you need to train someone new? Do you need to brush up on the basics, or to fill in gaps in your knowledge? SunGard’s Fundamental series may be just what you need. 14 convenient 1-hour web seminars provide the information a pension practitioner needs to function effective in the modern 401(k) world. Pick and choose the topics you need, or participate in the entire series: the choice is yours. Our standard pricing has been discounted to make attendance to all sessions in this series more cost effective. The series will cover the following:
Fundamentals 04: Coverage Test
It's easy to understand the importance of coverage testing. A 401(k) plan must pass coverage testing every year to remain a qualified plan.
This program will take you back to the basics to give you a thorough review of the frequently misunderstood aspects of this vital topic. This lively presentation, rich with examples, will show you the issues you need to understand to make sure plans are not violating the crucial coverage rules. It is necessary that you understand all the nuances of the coverage rules in order to fully appreciate our Nondiscrimination program.
Topics Include:
Level: Beginning
Instructional Delivery Method
Group - Internet-Based
Speaker: S. Derrin Watson, J.D.,
APM Recipient of ASPPA's 2006 Educator of the Year Award
Objectives: After participating in this program, you should be able to:
How to participate
You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone. Select the ""Fees"" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.
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Program Schedule (Eastern Time)
Monday, March 16, 2015
1:00 p.m. to 2:00 p.m. Eastern Time
(12:00 noon CT; 11:00 a.m. MT; 10:00 a.m. PT)
Program related requests, questions, or concerns may be e-mailed to: relius.education@sungard.com.