ASPPA Webcast: Make ADP/ACP Testing Great Again

By ASPPA Net Staff • November 28, 2017 • 0 Comments
Wednesday, May 23, 2018
2:00 - 3:40 p.m. ET

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

Webcast Outline: Coming Soon.

   

Description: 

This fast-paced advanced session will cover more complex ADP/ACP concepts including compensation, merger/acquisition, shifting, recharacterization, disaggregation, and more. Basic testing mechanics will be reviewed and then a significant portion of the webcast will be allocated to the advanced concepts. Additionally, creative testing alternatives will be presented for optimal plan design and test results.

Registration Deadlines: 
Live: 5/23/2018
On-Demand: 5/23/2019

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.

Individual Viewer Additional Viewers 
ASPPA Member: $115 ASPPA Member: $45
Non-Member: $190 Non-Member: $70

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact jlinney@usaretirement.org

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

  • Click here to download a registration form.
  • Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 
  • E-mail: E-mail your scanned registration form(s) and credit card information to accountsreceivable@usaretirement.org.
  • Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.
  • Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725; For express/overnight deliveries (FedEx/DHL, etc.), send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email accountsreceivable@usaretirement.org and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
customercare@usaretirement.org