Step inside, walk this way, related plans, hey, hey.  In this fast-paced session, with multiple case studies, we’ll review several key related plan testing concepts such as disaggregation, aggregation, the transition rule, and QSLOB’s.  Whether you're working with a tangled web of related plans or just trying to keep your testing in tune, this session will help you break it down like a guitar solo. We’ll crank out the hits on when to combine, when to separate, and how to stay in harmony with IRS rules.

About the Speakers

Steve Riordan, QKA®, QPA™, CPC™, Director, Vice President Plan Consulting, Fidelity Investments

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.