Advanced Plan Design Workshop 2011 – A 3-part Web Seminar
Dates: 11/14-16/2011 Start Time: 2:00 PM (ET) Duration: 100 min. each day
Cross-tested, Safe Harbor 401(k), DB/DC Combo Plans, and more
This is a special encore presentation for those who couldn't attend our Advanced Plan Design Workshop when it was presented earlier this year as a classroom workshop.
Selecting optimal plan design for a particular client is as much art as science, as much management as mathematics. Whether as separate pieces or in combination, there are so many designs available to accomplish a client’s objectives that today’s retirement practitioner must not only understand what works, but also why and how it works.
Certainly, you have to know the rules. But you also have to know how they work together, and how they can be made to work to get the job done. Our Advanced Plan Design Workshop will help the intermediate to experienced retirement plan practitioner comprehend today’s most popular plan design alternatives and know when and how to apply them in a particular situation.
- Troubleshooting cross-tested plans
- Triple stacked match vs. cross-tested plan design
- Each participant in his/her own classification
- Discretionary safe harbor 401(k) plan design
- Combination cash balance and cross-tested plan design
- Early eligibility safe harbor 401(k) plan design
- Cross-tested safe harbor 401(k) plan design
Prerequisites: There are no prerequisites or other advanced preparation for this course. However, a basic familiarity with 401(k) plans is helpful.
Level: Intermediate to Advanced
Instructional Delivery Method
Group – Internet-based
Speaker – S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Objectives: Upon completion of this program, attendees should be able to:
- Select the most effective cross-tested plan design
- Recognize the flexibility in using a plan design which places each participant in his/her own classification
- Design a safe harbor 401(k) plan design with a triple stacked match design
- Identify the appropriate situation to recommend a DB/DC combination plan
- Design an effective corrective amendment if cross-tested plan fails nondiscrimination testing
- Identify situations in which an employer may want to use a “discretionary “ safe harbor 401(k) plan
- Determine the appropriate integration level for an integrated plan
How To Participate
You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone.
Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program.
Program Schedule (Eastern Time)
Monday, Tuesday, & Wednesday
November 14, 15, & 16, 2011
2:00 p.m. to 3:40 p.m. Eastern Time each day
(1:00 p.m. CT; 12:00 p.m. MT; 11:00 a.m. PT)
PLEASE NOTE: This program is slightly shorter than the classroom program; please use the "Continuing Education" link on the right side menu of this page for exact information on credit hours for this Web seminar.
Program related requests, questions, or concerns may be e-mailed to: firstname.lastname@example.org.