QKA-2 Testing and Compliance Package

· Starting July 13, 2021, all ASPPA credentialed examinations, including QKA-2, will be delivered through an online proctoring examination system.

· Since this exam is included in the QKA-2 Plan Management Package purchase, candidates will not be immediately enrolled in their exam. This is to ensure sufficient time to complete the study modules.

· Once ready to enroll in the exam, candidates should do so by clicking ‘Enroll’ on their exam within their Catalog in Learning Activities.

· Candidates will then receive instructions via email to access their exam within the three business days following their enrollment request. Candidates will have three full months following the month of their enrollment to complete their examination.

· Any examinations purchased prior to July 13, 2021 must be completed using our current examination delivery system within Learning Activities by September 13, 2021. ASPPA examinations not completed within Learning Activities by that date will be transferred to the new online proctoring examination system and candidates will receive email instructions regarding completing their exam within the new system.

· Please direct any questions regarding this matter to customercare@asppa.org.

This skills-focused program develops the in-depth technical knowledge needed to administer and test 401(k) plans. Case studies help users understand and retain knowledge. The material is relevant and applicable in their day-to-day jobs, helping them “work smarter.” The courses contain supplemental material and additional resources, and incorporate knowledge checks and quizzes. The material is offered entirely online – with a self-paced format — using enhanced technology.

The educational materials will expire 180 day after date of purchase.

List Price: $750.00

Quantity:

Log in to receive your price

Item Details:

This skills-focused program develops the in-depth technical knowledge needed to administer and test 401(k) plans. Case studies help users understand and retain knowledge. The material is relevant and applicable in their day-to-day jobs, helping them “work smarter.” The courses contain supplemental...

This skills-focused program develops the in-depth technical knowledge needed to administer and test 401(k) plans. Case studies help users understand and retain knowledge. The material is relevant and applicable in their day-to-day jobs, helping them “work smarter.” The courses contain supplemental material and additional resources, and incorporate knowledge checks and quizzes. The material is offered entirely online – with a self-paced format — using enhanced technology.

Testing and Compliance Package (includes 9 courses, practice test and final exam)

ADP/ACP Testing Part 1 — Learn about special tests that measure how much HCEs can put into a retirement plan compared to the amounts contributed by NHCEs. These special tests, known as the ADP and ACP tests, prevent 401(k) plans from disproportionately favoring the HCEs and owners of a company.

ADP/ACP Testing Part 2 — Build on your knowledge from Part 1 on the ADP testing methods and apply it to the ACP test. We will also delve into the available options when correcting a failed ADP or ACP test.

Coverage — Learn the various methods of testing coverage and how a failed test may be corrected.

HCEs — Learn what a Highly Compensated Employee (HCE) is and why it is important to be able to identify the HCEs within an organization. There is only one scenario in this course, Preparing for Compliance Testing, that you will go through. In this scenario a compliance manager is directing a Plan Manager in gathering information for compliance testing.

Plan Disclosures — Follow along as plan managers discuss disclosures pertaining to 401(k) plans with HR Reps and an Education Specialist fielding questions from participants.

Form 5500 & Government Reporting — Learn about Form 5500: what it is, the different types, those exempt from filing, schedules, SARs, and Form 8955-SSA. You will also learn about the filing and auditing process and fidelity bonds.

Top Heavy Plans and Key Employees — Learn how to determine who is a Key Employee, how to calculate if a plan is top-heavy, and how to calculate the amount of the top-heavy contribution.

Compensation — Learn the various definitions of compensation needed to operate a 401(k) plan.

Ethics Course – Gain an introduction to ethical scenarios, and learn the responses and actions necessary to protect your reputation as a 401(k) professional.

Credit: 10.0 ASPPA CE, 10 NTSA CE, 10 NAPA CE

View More View Less

Related products that might be of interest…

There are not any reviews for this product.