Description
This program covers an overview of plan types (including 401k, Defined Benefit and combination plans); eligibility; vesting; testing; limits and allocation methods (including new comparability). Numerous design options are given including safe harbor comparisons; UNI(k) versus SEP; ROTH 401k; auto-enroll; etc. New laws are discussed.
Learning Objectives
Gain a basic understanding of the benefits of qualified plans and required testing. Specifically: ADP & Topheavy testing; as well as Safe Harbor solutions.