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AGENDA
8:00 a.m.
Registration Checkin, Danish and Coffee
8:30 a.m.
Client goals; plan alternatives: Understanding and determining plan sponsor objectives; design alternatives appropriate for different situations
Behavioral economics and design choices to increase deferrals: This session takes a look at the reasons participants defer inadequate amounts and strategies to maximize participation. Topics include communication strategies, the impact of plan design and features; automatic enrollment; practical strategies to maximize the benefit of automatic enrollment; automatic escalation; employee education; matching contributions; impact of investment options on participation
Safe Harbor 401(k) plan design options: ADP safe harbor; ACP safe harbor; choice between match and non-elective; design alternatives; triple stacked match; early entry; top heavy exemption
12:00 p.m.
Lunch
1:00 p.m.
Advanced cross-tested plan designs: This session will include an in-depth review of cross-testing techniques and fundamentals with the intent of teaching the attendee practical strategies to maximize the benefits of cross-tested plan designs for plan sponsors of all types
Topics include: general test fundamentals and mechanics; testing by reference to benefits; average benefit test; minimum gateway contributions; group determination and structure; use with ADP tested 401(k); use with safe harbor 401(k); troubleshooting strategies, component plan restructuring
Retroactive corrective amendment: Use; deadlines; requirements; opportunities.
4:30 p.m.
Adjournment
NOTE: Back-to-back scheduling!
The Advanced Plan Design and Cross-Testing Workshop is followed on the next day by the Advanced 401(k) Topics Workshop. A multi-program registration discount is offered for those who wish to attend both programs at the same location. Attend both Workshops and enjoy the multiple-program discount – a $50 savings!
If you have questions or need more information, please send an email to relius.education@fisglobal.com