Speakers: Robert M. Kaplan, CFP, CPC, QPA
Experience Level for Attendees: Intermediate
Target Audience: TPAs, Compliance administrators, Record Keepers
IRS Program Number: CZTXU-Q-01138-20-O
Description: As a new year begins, it is time to put away the holiday decorations and prepare for testing calendar year 401(k) plans. It is too late to change the HCE group or current/prior year testing method so you must look at other options. This fast paced, interactive webcast will review the testing techniques of disaggregation, shifting, re-characterization and the use of QNECs and QMACs. Examples of each will be given. Our clients expect us to be creative and this webcast will expand the options you have for testing.
Recorded webcasts are only available for one year after live air date.