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In designing a cross-tested plan or in “rescuing” such a plan from nondiscrimination failure, one of the more overlooked “correction” tools is restructuring. Restructuring permits the practitioner to divide the plan into two or more component plans that can be tested separately for nondiscrimination. For example, the practitioner might restructure the plan so that younger highly compensated employees (HCEs) and older nonhighly compensated employees (NHCEs) are in a component plan while the older HCEs are in another component plan with the younger NHCEs. A practitioner might also add flexible family members (family members around whom the employer is not designing the plan) to the plan and then restructure the plan into component plans that facilitates passing nondiscrimination.
With the use of restructuring, practitioners may be able to establish a cross-tested plan for an employer where such a design was thought not possible. The practitioner also may be able to use restructuring to reduce the employer contribution costs for a cross-tested plan. Join Stephen Forbes in this 100-minute Webcast as he uses illustrations to help you gain a better understanding of the rules for using restructuring. Topics include:
Prerequisites: There are no prerequisites or advance preparation for this program.
Level: Intermediate
Instructional Delivery Method
Group – Internet-Based
Speaker: Stephen W. Forbes, J.D., LL.M.
Author of The 5500 Filing Guide
Objectives: After attending this Web seminar, an attendee should be able to:
Hardware System Requirements:
Software Requirements:
Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.