ASPPA Webcast: Make ADP/ACP Testing Great Again
Available until May 23, 2019
Speaker: Steve Riordan, CPC, QPA, QKA, Director of Testing and Reporting Services, Fidelity Investments
Experience Level for Attendees: Advanced
IRS Program Number: CZTXU-Q-00859-18-O
This fast-paced advanced session covers more complex ADP/ACP concepts including compensation, merger/acquisition, shifting, recharacterization, disaggregation and more. Review basic testing mechanics and discuss advanced concepts. Creative testing alternatives are presented for optimal plan design and test results.
CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore
About the Speaker
Steve Riordan is a Director of Testing & Reporting Services for Fidelity Investments. He currently leads a team that works with plan sponsors of all sizes and assists them with complex non-discrimination testing issues, including ADP/ACP testing, coverage, compensation, EPCRS and cross-testing. Steve has served as a Subject Matter Expert for ASPPA’s Retirement Plan Academy and he was a recipient of the ASPPA Martin Rosenberg Academic Achievement Award.
|ASPPA Member: $115
||ASPPA Member: $45
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