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Fundamental Series 01: Eligibility
Presentor: Derrin.Watson Recorded Date: 2/23/2015 Duration: 60 Min.

Description
This program was recorded during a live presentation given on February 23, 2015 at 1:00PM EST.
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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:

  • Fundamental Series 01: Eligiblity
  • Fundamental Series 02: Vesting
  • Fundamental Series 03: Compensation: HCEs
  • Fundamental Series 04: Coverage test (ratio percentage only)
  • Fundamental Series 05: Elective deferrals - including 402(g), automatic enrollment, distribution restrictions
  • Fundamental Series 06: ADP/ACP test
  • Fundamental Series 07: 401(k) safe harbors
  • Fundamental Series 08: Nondiscrimination testing
  • Fundamental Series 09: 415 and deduction limits
  • Fundamental Series 10: Top-heavy
  • Fundamental Series 11: Controlled Groups
  • Fundamental Series 12: Participant loans
  • Fundamental Series 13: Taxation: Roth
  • Fundamental Series 14: Fiduciary requirements; reporting and disclosure

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:

  • Years of service
  • Hours of service
  • Equivalencies
  • Crediting service
  • Eligibility computation periods
  • Break in service
  • Entry dates
  • Rehired participants
  • Change of class
  • Related employers
  • Predecessor employers
Prerequisites: There are no prerequisites or other advanced preparation for this program.

 

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:

  • Use the different method of how to count years and hours of service
  • Determine hours of service for nonperforming work
  • Identify excludable service
  • Apply the break-in-service rules
  • Determine when an employee must enter the plan
  • Determine when rehired participants enter the plan

 

 


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