ASPPA Webcast: Eligible Employees in Light of a Plan’s Excluded Classes
Available until February 15, 2019
Speaker: William C. Grossman, ERPA, QPA
Experience Level for Attendees: All
IRS Program Number: CZTXU-Q-00849-18-O
This webcast provides an overview of the different acceptable statutory and non-discriminatory classification exclusions. Starting with the statutory exclusions, we progress to non-discriminatory classifications based on job description, geographic location, hourly versus salaried, etc. Discuss employee exclusions in a safe harbor 401(k), a QACA and a 403(b); the impact on eligibility of a MEP or a controlled group; and the change of the status of an employee, and a change in a rehire’s classification when rehired. The impact of the plan document’s provisions will be referred to throughout, including IRS QAB 2006-03.
1. Determine the concepts for acceptable classification group exclusions
2. Be advised of the impact of a change in an employee’s, or a rehire’s, classification to (or from) an excluded group
3. Differentiate between 403(b) exclusions for deferrals and the exclusions for 403(b) employer contributions
CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore
About the Speaker
Bill Grossman is a retirement plan speaker and writer, known for speaking on a wide variety of retirement plan topics at ASPPA and NIPA conferences and webcasts. Bill has designed and delivered programs that help a company maintain compliance, such as 401(k), 403(b), 457(b), Roth, MEP, and most defined contribution plan programs. He is known for making complex subjects easy to understand, such as testing and required minimum distributions. Bill has been published in The ASPPA Journal and Plan Consultant, and has been co-chair of the ASPPA Annual Conference, the ASPPA Journal, and the ERPA Conference. He has served on the ASPPA asap Committee and currently serves on the ASPPA GAC IRS committee.
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