ASPPA Webcast: Compensation

By ASPPA Net Staff • December 31, 2017 • 0 Comments
Available until August 28, 2019

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

Webcast Outline


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.

Learning Objectives:
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

Registration Deadlines:
On-Demand: 8/28/2019

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.

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


Registration for on-demand recorded webcasts includes unlimited viewing 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:

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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 email address listed on your registration form.

  • Download a registration form.
  • Online: For credit card payment only. Receive an immediate email Registration Confirmation. 
  • Email your scanned registration form(s) and credit card information to
  • 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 and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

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.


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