ASPPA Webcast: Eligible Employees in Light of a Plan’s Excluded Classes-OD
February 15, 2018 To February 15, 2019
Speaker: William C. Grossman, ERPA, QPA
Experience Level for Attendees: All
Description: This webcast will provide an overview of the different acceptable statutory and non-discriminatory classification exclusions. Starting with the statutory exclusions, we will progress to non-discriminatory classifications based on job description, geographic location, hourly versus salaried, etc. Employee exclusions in a safe harbor 401(k), a QACA, and a 403(b) will be addressed. The impact on eligibility of a MEP or a controlled group will also be discussed. Lastly, the change of the status of an employee and a change in a rehire’s classification when rehired will be covered. The impact of the plan document’s provisions will be referred to throughout, including IRS QAB 2006-03.
Recorded webcasts are available for one year after the date of the live presentation.