Meeting Details

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ASPPA Webcast: Cross-Tested Plan Workshop: testing, design and troubleshooting - OD
February 16, 2022 To February 17, 2023
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Recorded Webcast
8.00 ASPPA Credit
8.00 JBEA Non-Core

The popularity of cross-tested plans continues to grow. Combining cross-tested plans with 401(k) plans can increase retirement plan contributions and provide flexibility. To accommodate different fact patterns, it is critical for practitioners to, not only understand how to test the plans, but also how to design them and troubleshoot the plans when they fail. In this webcast, we will use practical examples to help you develop skills that will make the cross-tested plan portion of your practice grow.


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


CE Credit (Recorded program):  8 ASPPA, 8 NTSA, 8 NAPA, 8 JBEA Noncore

  • List Price: $399.00


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