FIS Relius

In this Web seminar, we provide overview and instruction on more than 20 different approaches which can assist clients with ADP testing issues. Come fill up your toolbox so you can select just the right approach for your client’s situation.

Topics include:

• Techniques available after the year is over
  • Compensation adjustments
  • Early participation choices
  • Borrowing
  • Borrowing on both ADP and ACP
  • Targeting (reverse QNECing)
• Techniques available during a year
  • Testing methods
  • Exclusions
  • Limitations
  • Negative elections
  • First plan year
  • HCE issues
• Strategies you must put into play before the start of the year
  • Safe harbor strategies

Prerequisites: There are no prerequisites or advance preparation for this program.

Level: Overview

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:

1. Identify strategies plans can use to address ADP testing problems
2. Determine which strategies will best meet an employer’s needs
3. Explain the timing rules applicable to the various strategies
4. Apply the ADP test using various borrowing techniques
5. Creatively use QNECs to help pass the ADP test
6. Exclude certain employees to assist in passing the ADP and ACP tests

Hardware System Requirements:

• Windows Vista, Windows 7, or Windows 8
• Internet Explorer 8 or later, and set browser to allow pop-up windows.
• High-speed Internet connection.
• 1023 x 768 or higher display resolution.
• Soundcard and Speakers.

Software Requirements:

• Silverlight Version 4 is required. Silverlight Version 5 or higher is preferred.
• Silverlight 4 System Requirements Information: http://www.microsoft.com/getsilverlight/locale/en-us/html/installation-win-SL4.html
• Silverlight Downloading:
  • If you do not have Silverlight on your desktop, you should see an automatic pop-up window that will allow you to install it.
  • If you don't see the pop-up window, or if you wish to install this application before you access the recording, you may download it from this location: http://www.microsoft.com/getsilverlight/get-started/install/default.aspx 
• If you have questions or need assistance with accessing/downloading Silverlight, please contact your IT or MIS department.

Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.