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Fundamentals Series 01: Eligibility [2017]
Presentor: David Schultz Recorded Date: 9/12/2017 Duration: 60 Min.

Description
This program was recorded during a live presentation given on September 12, 2017 at 12:00PM 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 Fundamentals Series may be just what you need. 16 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 Series 01: Eligibility
  • Fundamentals Series 02: Vesting
  • Fundamentals Series 03: Compensation and HCEs
  • Fundamentals Series 04: Coverage Test (Ratio Percentage Only)
  • Fundamentals Series 05: Elective Deferrals
  • Fundamentals Series 06: ADP/ACP Test
  • Fundamentals Series 07: Safe Harbor 401(k) Plans
  • Fundamentals Series 08: Nondiscrimination Testing and Allocations
  • Fundamentals Series 09: Allocation and Deduction Limits (415 and 404)
  • Fundamentals Series 10: Top-Heavy Testing
  • Fundamentals Series 11: Controlled Groups
  • Fundamentals Series 12: Participant Loans
  • Fundamentals Series 13: Distributions
  • Fundamentals Series 14: Fiduciary Requirements; Reporting and Disclosure

Fundamentals Series 01: Eligibility [2017]

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 retirement 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 questions of the speaker about the subject matter.

Topics include:

  • 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
  • Family leave
Prerequisites:

There are no prerequisites or other advanced preparation for this program. No prior experience needed.

Level: Beginning.

Instructional Delivery Method
Group – Internet-Based

NASBA Field of Study: Taxes

Speaker: David Schultz, J.D.

Objectives: After participating in this program, an attendee should be able to:

  • List the alternative base compensation definitions
  • Apply the compensation limit
  • Identify safe harbor nondiscriminatory definitions of compensation
  • Apply the break-in-service rules
  • Determine whether an employee is an HCE

 

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