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Compensation definitions are a crucial consideration for all types of retirement plans. Whether designing a cross-tested plan, safe harbor 401(k) plan or a traditional 401(k) plan, the decision will impact both contributions and compliance testing. In addition to selecting the appropriate compensation definition, the practitioner should be familiar with the various adjustments that can make to the compensation definition, as they can save the employer money and affect testing.
In this Web seminar, we explain the different compensation design options, alternatives for different types of contributions, alternatives for compliance testing, permissible adjustments to the compensation definitions, the plan economics of each choice, and definitions for different qualification rules. In addition, we explain the correction options when an employer does not follow the plan terms. The speaker also presents steps a practitioner can take to avoid such problems.
Topics include:There are no prerequisites or advance preparation for this program.
Level: Intermediate. Instructional Delivery Method
NASBA Field of Study: Taxes
Speaker: David Schultz, J.D.
Objectives: At the conclusion of the seminar, attendees 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. Important Note: The user registrant must be logged in via the internet for CE purposes. 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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