Whether you're new to the industry or seeking a comprehensive refresher, join us for an informative session designed to demystify plan eligibility. Get ready to engage your critical thinking skills as we dive into real-life examples, allowing you to apply theoretical knowledge to practical scenarios. By the end of the session, you'll walk away with a deeper understanding of plan eligibility criteria and the confidence to navigate this crucial aspect of retirement plan administration. In this session, we'll embark on a detailed exploration of:

• Plan eligibility options, offering insights into various plan design considerations.

• Review elapsed time, hourly requirements, special exclusions and break in service rules.

• Provide a comprehensive overview of how to determine eligibility under each option. Don't miss out on this opportunity to enhance your expertise and elevate your proficiency in plan design and administration.