Cross-tested plans continue to grow as a popular plan design. To accommodate different employer situations, it is essential that practitioners not only understand how to test the plans, but also how to design such plans and how to troubleshoot the plans when they fail. In this workshop, we will use practical examples to help you obtain the skills to make your cross-tested plan practice grow.

About the Speaker

Stephen Forbes., J.D., LL.M. President Forbes Retirement Plan Consulting
Stephen is an ERISA attorney and educator with 35 years of experience practicing and teaching in the retirement plan area. Recently, Mr. Forbes received ASPPA’s 2019 Educators Award. Stephen was vice president of SunGard in charge of Relius Education. He teaches seminars, conferences and webcasts on retirement plan compliance, design and correction. He also provides professional consulting. Mr. Forbes has drafted qualified plan, 403(b), 457(b), 409A and IRA documents. He was the author of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes was a Tax Law Specialist at the IRS National Office (Employee Plans Division) where he trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees.

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