NOTICE OF CHANGE FOR SEMINAR REGISTRATIONS:
To register for Relius Education seminars and conferences, please login or register for a new login account before proceeding. For more information, please see the Benefits of a Relius User Login Account. For assistance, please contact Client Services at 800-326-7235, and select Option 6.

Voluntary After-Tax Employee Contributions [2019]
Date: 8/5/2019 Start Time: 12:00 PM (ET) Duration: 100 Min.

Description

Voluntary after-tax employee contributions have been a commonly found, but infrequently used feature in pre-approved plan documents. Guidance from the IRS and articles in financial publications created a firestorm of interest in “employee” contributions a few years ago, but they are still poorly understood. For decades, these have been the forgotten step-child of the retirement plan world. Now interest is heating up.

In this special 100 minute web seminar, we will provide an in depth look at after-tax employee contributions and how they are used. We will closely examine current strategies and discuss whether they work and whether they make sense. There will be lots of examples and ample opportunity for questions.

Topics include:
  • Sources of after-tax funds
  • Separate contracts
  • Tax treatment of distributions and rollovers
  • New distribution planning opportunities and alternatives
  • Rollover limitations
  • ACP testing
  • Using after-tax contributions to reach 415 maximum
  • Converting after-tax funds to Roth
  • Comparison of converting to IRA or in-plan
  • Matching after-tax contributions
  • Comparison of after-tax and Roth
  • Limitations on after-tax contributions
  • Comparison of after-tax contribution or employer contribution
Prerequisites:

There are no prerequisites or other advanced preparation for this program. The speaker will expect attendees will have a general understanding of the operation of 401(k) and other retirement plans and have a minimum of two years of experience.

Level: Overview
Instructional Delivery Method
Group – Internet-Based

NASBA Field of Study: Taxes

Speaker: David Schultz, J.D.

Objectives: After the seminar, attendees should be able to:

  • Advise a client on whether to add after-tax contributions to a plan
  • Properly test after-tax contribution
  • Explain the issues involved in converting after-tax funds to Roth
  • Properly apply the new tax rules to distributions and rollovers of after tax funds

How to participate

Please connect at least 10 minutes prior to the event to troubleshoot any issues. You will need a phone and internet access. The graphics presentation and illustrations will be viewed via the web connection, while the presenter's audio portion will be via the telephone. Important Note: The user registrant must be logged in via the internet for CE purposes. Select the "Fees" link on the right side menu of this page for more information.

System Requirements for Webex

WebEx supports both Windows and Mac operating systems. For Windows, we recommend using Internet Explorer 11 or Microsoft Edge browsers. For Mac, we recommend using Google Chrome or Mozilla Firefox browsers. For the easiest connection to the event without the need to download any additional software, try the new Webex web app by clicking on the "Join by browser" link below the login fields. Then connect by telephone as prompted.

All ownership and intellectual property rights in and relating to this website and all of its contents or any copies thereof, including but not limited to copyrights, logos, trademarks, service marks, design, text, videos, sound recordings, images, links, graphics, code, concepts and themes are owned by FIS and/or its subsidiaries (collectively "FIS") or used under authorized license by FIS. Any recording, reproduction, transmission, distribution, publication, performance, broadcast, hyperlink, creation of derivative works or other use in whole or in part in any manner without the prior written consent of FIS is expressly prohibited. Without the prior written consent of FIS, you shall not insert a hyperlink to this website or any part thereof on any other website or "mirror" or frame this website, any part thereof, or any information or materials contained in this website on any other server, website or webpage.

 


Event Details
Description
Course Materials
Continuing Education
Fees
Call Me

Hidden Event
Registration Is Unavailable

Already Registered?
Web Seminar Login