ASPPA Webcast: Advanced Testing II: Coverage and Non-Discrimination Testing
Tuesday, November 7, 2017
2:00 - 3:40 p.m. ET
Speaker: Richard S. Phillips, AIF, ERPA, CPC, QPA, QKA, President and CEO, ERISA Consultants, Inc.
IRS Program Number: CZTXU-Q-00787-17-O
Webcast Outline: Coming Soon.
Multiple DC plans, combined with a cash balance plan, can provide greater flexibility to achieve the plan sponsor’s objectives. However, the interplay amongst coverage testing, non-discrimination testing, and top-heavy status lead to a quagmire of regulations. In this webcast we will explore in-depth this interplay and associated risk to establish a plan design and testing roadmap that ensures passage. Supplemental material includes a plan design and testing roadmap, and real-world case studies.
1. Discover the sequencing difference between plan design and conventional compliance testing.
2. Identify tripwires that can derail expected outcomes.
3. Master forward testing techniques that ensure passage of coverage and non-discrimination testing when a plan becomes top-heavy.
4. Establish best practices for data mining to achieve sustainable retirement outcomes.
CE Credit:2 ARA, 2 ERPA, 2 JBEA Noncore
About the Speaker:
Richard Phillips is the founding principal of ERISA Consultants, Inc. He has over 25 years of experience in the effective design, consultation, and management of 401(k) plans. Richard has served as co-chair of ARA’s Retirement Plan Academy, was a subject-matter expert on coverage testing under IRS Code §410(b) and investments, led a team to revise and update the investment curriculum of the Certified Pension Consultant program, and chaired the committee tasked with revamping the curriculum of the Qualified Plan Financial Consultant (QPFC) program, a high-level training program for advisers working in the qualified plan arena.
|ASPPA Member: $115
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