FIS Relius

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: Eligiblity
• Fundamentals Series 02: Vesting
• Fundamentals Series 03: Compensation and HCEs
• Fundamentals Series 04: Coverage test (ratio percentage only)
• Fundamentals Series 05: Elective deferrals - including 402(g), automatic enrollment, distribution restrictions
• Fundamentals Series 06: ADP/ACP test
• Fundamentals Series 07: 401(k) safe harbors
• Fundamentals Series 08: Nondiscrimination testing
• Fundamentals Series 09: 415 and deduction limits
• Fundamentals Series 10: Top-heavy
• Fundamentals Series 11: Controlled Groups
• Fundamentals Series 12: Participant loans
• Fundamentals Series 13: Taxation: Roth
• Fundamentals Series 14: Fiduciary requirements; reporting and disclosure
• Fundamentals Series 15: Participant Disclosure
• Fundamentals Series 16: Distributions

Fundamentals Series 01: Eligibility [2016]

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

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

Instructional Delivery Method
Group – Internet-Based

NASBA Field of Study: Taxes

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

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

• Use the different method of how to count years and hours of service
• Determine hours of service for nonperforming work
• Identify excludable service
• Apply the break-in-service rules
• Determine when an employee must enter the plan
• Determine when rehired participants enter the plan

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