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Advanced Cross-Tested Plans: Adding More Tools
Kansas City, KS - 8/14/2015 - 8/14/2015

Description

Advanced Cross-Tested Plans: Adding More Tools
Cross-tested profit-sharing and 401(k) plans are among the most popular plan designs today. They can aid a practitioner in tailoring a plan for the needs of a business and its workforce. But cross-testing is not a “one size fits all” design.

There are many approaches to a cross-tested plan, with very different outcomes. And unless a practitioner understands all the tools available for the plan, the practitioner may well provide a plan that is less effective or more costly than it could or should be.

SunGard’s new Advanced Cross-Tested Plans Workshop adds to the tools practitioners have available to assist their clients. After reviewing the fundamentals of cross-testing, this program provides examples and explanations of advanced design and testing techniques to help practitioners achieve the best plan design, depending on a particular employer’s situation.

Plan now to attend and fill your toolbox with the strategies and knowledge that can help you design the right plan for your clients.

Topics include:

  • Restructuring into Component Plans
  • Using Family Members
  • Document limitations and issues
  • Troubleshooting
  • Plan Design Options
  • Combined Cross-Tested & 401(k) Designs
  • Minimum Gateway Requirements and Exceptions
  • Testing Alternatives; Imputing Permitted Disparity
  • 11(g) Amendments

Who Should Attend
Advanced Cross-Tested Plans is designed for any ERISA practitioner, pension consultant, plan administrator, CPA, attorney, actuary, or trust officer who would like to better understand and utilize cross-tested design and testing. All will find these courses beneficial in increasing their knowledge of these plan types.

Objectives:

  1. Determine when restructuring a cross-tested plan will help
  2. Restructure a plan using family members
  3. Convert a contribution rate to a benefit rate
  4. Allocate and test a contribution under cross-tested plan
  5. Design a cross-tested, safe harbor 401(k) cross-tested plan
  6. Understand the flexibility of “each participant in his/her own classification” plan design
  7. Determine when to use an 11(g) amendment in a cross-tested plan
  8. Review other design and testing alternatives