Meeting Details

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ASPPA Webcast: Compensation Overview and Case Studies - OD
February 2, 2022 To February 2, 2023
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Recorded Webcast
2.00 ASPPA Credit
2.00 JBEA Non-Core

Speakers: Steve Riordan, CPC - Director, Plan Consulting, Fidelity Investments

Experience Level Of All Atteendees: ALL

Target Audience::   TPAs, consultants, administrators, attorneys

Keywords: Compensation, case studies, testing

IRS Program Number: CZTXU-Q-01424-22-O

Please note that ERPA CE is available only for attendees of the live event.

Description : Compensation plays a significant role in retirement plans and applying the right definition is critical to plan administration. This webcast will provide an overview of the compensation definitions, then will work through multiple case studies. The various cases will incorporate 414(s) testing, definitions for non-discrimination testing, severance compensation, related employer compensation, and more. 

Learning Objectives: 


1.  Which definition of compensation may be right for your clients to provide?

2.  What types of compensation may be excluded and how to test for discrimination

3.  What post-severance compensation may be icluded for plan purposes?


CE Credit (Recorded program):  2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,  2 JBEA core

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