Speaker: J David C. Schultz, APM, Esq., Product Manager, FIS Wealth and Retirement
Experience Level for Attendees: Intermediate
IRS Program Number: CZTXU-Q-00906-18-O
Compensation definitions are a crucial consideration for all types of retirement plans, which impacts both contributions and compliance testing. Practitioners should be familiar with the various adjustments that can make to the compensation definition, as they can save the employer money and affect testing. This webcast will detail the different compensation design options, alternatives for different types of contributions, alternatives for compliance testing, permissible adjustments to the compensation definitions, the plan economics of each choice and definitions for different qualification rules. In addition, it will explain the correction options when an employer does not follow the plan terms.
1. Distinguish between the safe-harbor compensation definitions
2. Design a cost-effective contribution formula
3. Select a correction method for a plan that has operated inconsistently with its terms
4. Identify the appropriate compensation definition for testing
5. Determine which options will produce better plan economics
CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore
About the Speaker
David Schultz is a Product Manager, Educator, and Attorney with FIS Relius in Atlanta, GA. He joined Relius in 2015 with more than 20 years of experience in the retirement plan industry, including service as an ERISA attorney, owner of a TPA and recordkeeper, an investment adviser focused on qualified plans, and fiduciary consultant. David is the past Chair for the Administrative Relations Subcommittee and 401(k) Subcommittee of ASPPA’s Government Affairs Committee.
|ASPPA Member: $115
||ASPPA Member: $45
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