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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:
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: