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Fundamentals Series 08: Nondiscrimination and Allocations [2015]
Date: 4/13/2015 Start Time: 12:00 PM (ET) Duration: 60 Min.

Description

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 Fundamental series may be just what you need. 14 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:

  • Fundamental Series 01: Eligiblity
  • Fundamental Series 02: Vesting
  • Fundamental Series 03: Compensation: HCEs
  • Fundamental Series 04: Coverage test (ratio percentage only)
  • Fundamental Series 05: Elective deferrals - including 402(g), automatic enrollment, distribution restrictions
  • Fundamental Series 06: ADP/ACP test
  • Fundamental Series 07: 401(k) safe harbors
  • Fundamental Series 08: Nondiscrimination testing
  • Fundamental Series 09: 415 and deduction limits
  • Fundamental Series 10: Top-heavy
  • Fundamental Series 11: Controlled Groups
  • Fundamental Series 12: Participant loans
  • Fundamental Series 13: Taxation: Roth
  • Fundamental Series 14: Fiduciary requirements: reporting and disclosure

Fundamentals 08: Introduction to Nondiscrimination Testing and Allocations

It's been over two decades since the IRS issued the nondiscrimination final regulations under §401(a)(4). "Detailed" doesn't begin to describe the mind-numbing 186 pages of government-speak in the final regulations. These rules intimately affect many aspects of plan operation and design. Retirement practitioners must have a thorough understanding of the nondiscrimination rules affecting defined contribution plans. Using clear analysis and examples, the speaker presents a clear path through the various issues for testing and allocations.

Nondiscrimination Topics include:

  • Design-based safe harbors
  • Effect of allocation conditions
  • Permitted disparity
  • Introduction to general nondiscrimination test
  • Correcting problems
  • Compensation limitation
  • Impact of corrective contributions
Prerequisites:

There are no prerequisites or advance preparation for this presentation.

Level: Introductory.

Instructional Delivery Method
Group – Internet-Based

Speaker: S. Derrin Watson, J.D.
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: After attending the program you should be able to:

  • Administer a design-based safe harbor nondiscrimination test
  • Determine compensation used to administer the nondiscrimination test
  • Apply permitted disparity plan provisions
  • Determine the application of an allocation condition
  • Correct a nondiscrimination test failure

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. 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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