Credits:
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Formal
1.00 JBEA Non-Core
1.00 NAPA Relevant Topic
1.00 NTSA
One of the more challenging aspects of 401(k) plan administration is the annual testing. Understanding the testing rules and options is a necessary skill each practitioner must develop to avoid unnecessary distributions, taxes, and disqualification consequences. Getting a handle on the various testing options can help transform a failing plan to one that passes, and thus, happier plan sponsors. In this session, we will address the availability of the different testing techniques that you can take advantage of after the plan year. Attendees will leave this session with an understanding of:
• ADP Testing Options
• Who is/isn’t an HCE?
• Compensation Options
• Correction Ordering Rules
• Timing of Correction
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
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.
To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.