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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:
One of the first things a new retirement practitioner learns is eligibility. How long can you keep someone out of a plan? What entry dates must you use? What is an hour of service?
And yet, eligibility also houses some of the most complex questions even experienced pension practitioners face. How do you handle rehired employees? What service counts when a worker shifts from an excluded class to an included class? How do you count service among controlled group members?
This program provides a complete discussion of the eligibility rules, with many examples. As always, those who attend our live web seminars have an opportunity to ask question of the speaker about the subject. matter.
Topics invlude:
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, an attendee should be able to: