This minimum coverage testing session will briefly review concepts and then apply them through various case studies. Topics covered in the case studies will include disaggregation, related employers, 403(b) rules, average benefits testing, long-term part-time employees (LTPT), correcting failed tests, and the transition period for employer transactions. Additionally, testing alternatives will be presented for optimal plan design and test results.

About the Speaker
Steve Riordan is a Vice President of Plan Consulting for Fidelity Investments. He leads a team that works with plan sponsors of all sizes and assists them with plan documents & service agreements. Steve had previously led a testing team that supported ADP/ACP testing, coverage, compensation, and cross-testing. Steve has served as a Subject Matter Expert for ASPPA’s Retirement Plan Academy and he was a recipient of the ASPPA Martin Rosenberg Academic Achievement Award.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.

To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.