Understanding who can participate in a retirement plan is key to compliance. With the introduction of Long-Term Part-Time (LTPT) employee provisions under recent law changes, eligibility rules have become more nuanced. This webcast will provide a clear overview of basic eligibility requirements, explain the new LTPT rules in plain language, and offer practical guidance for plan administrators. Participants will leave with the tools needed to apply these rules correctly and confidently in everyday plan management.

About the Speaker

Karen Roberts, QKA®, TGPC, Director, Client Consulting, CBIZ Advisory Services, LLC
Karen is a director of client consulting with the Retirement & Investment Solutions practice of CBIZ, Inc. She leads the client service consultant team that assists clients with retirement plan compliance and consulting, including plan design, mergers and acquisition and fiduciary risk management. Karen lives with her husband, Chris, and their two children in Oviedo, Florida. In her free time, she enjoys gardening, crafting and outdoor activities.

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.