Advanced Top Heavy Testing and Plan Design

Speaker: William C. Grossman, ERPA, QPA, GFS, APA

Click HERE to view the webcast outline!

Top heavy plans pose unique challenges and raise complicated issues. Designing a plan correctly and in compliance with laws and regulations, and conducting the necessary testing are among them.

This webcast will show you how to manage employer expectations, as well as the correction concepts for top heavy plans. It will use a case study approach to discuss aggregation aggravation and merger issues. It will address how rescinding deferrals is not a way to avoid top heavy allocation, how to determine who a key employee or a former key employee is and the seeming shell game of determining under which bucket the top heavy allocation is satisfied.

Attendee Takeaways:
•Top ten most common top heavy mistakes and how to avoid them
•Plan design concepts that incorporate the needs of the top heavy plan
•Handling top heavy plan administrative scenarios  
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REGISTRATION

Registration Prices

Recorded Webcast

(registration deadline: 06/11/15)

Registration for Recorded Webcast Includes:

• Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

• Webcast outline and any additional presentation materials

Recordings are available 72 hours after the live webcast takes place.

Webcast Package Pricing
Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

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 [email protected].
Fax       Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail     ASPPA – PO Box 34725, Alexandria, VA 22334-0725

              For express/overnight deliveries (FedEx, DHL, etc.) send to:
              ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
              Make checks payable to ASPPA ________________________________________________________________________________

CONTINUING EDUCATION INFORMATION

ASPPA Members
The webcast is designed to offer registrants 2 ASPPA CE credits.

Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA) 
The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

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GENERAL INFORMATION

Cancellation Policy
All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
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ABOUT THE SPEAKER

William C. Grossman, ERPA, QPA, GFS, APA is the Director of Education and Communications with McKay Hochman. Bill has been with McKay Hochman for over 12 years, during which he has been a senior consultant and an instructor for the firm and the editor of McKay Hochman’s client newsletters, Prototype Plan News, 403(b) Perspectives, and Retirement Plan News. Bill is the primary author of most of the mhco.com website articles, and the E-mail Alert. Bill’s articles have been published in The ASPPA Journal, and are regularly published in the Benefitslink.com and the 401khelpcenter.com.

Bill is one of the co-chairs of the 2014 ASPPA Annual Conference Committee. Bill has served as co-chair of the ERPA Conference, on the NIPA NAFE Conference Committee and as co-chair of the ASPPA Journal, now known as Plan Consultant Magazine. Bill regularly presents at ASPPA and NIPA Conferences, Chapters, and Webcasts and offers over 40 different webcasts on a recurring basis.   

Prior to McKay Hochman, Mr. Grossman’s background includes having been Director of 401(k) Training for a major record keeper, and over 20 years in a large bank where Bill was responsible for a $1 billion small retirement plan and IRA business. 

Mr. Grossman has a BA from New Jersey City University, an MBA from Fairleigh Dickinson and a High School Teacher’s License in Social Studies. He is a graduate of the American Institute of Banking in New York City, where he then taught at night for over 15 years. 

He earned ASPPA’s Qualified Plan Administrator (QPA) designation in 2003. In June 2009, Bill was enrolled to practice before the IRS as an Enrolled Retirement Plan Agent (ERPA). In March 2013, Bill earned the Global Fiduciary Strategist designation. In September 2013, Bill earned NIPA’s Accredited Pension Administrator designation.

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QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]