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ASPPA Webcast: Eligible Employees in Light of a Plan’s Excluded Classes-OD
2.00 ASPPA
Format:
Recorded Webcast
Date:
February 15, 2018 To February 15, 2019
Credits:
2.00 ASPPA
2.00 ERPA
2.00 JBEANC

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.

  • List Price: $190.00 USD
  • Member Price: $99.00 USD
 
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Members save $91.00 USD or more

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2.00 ASPPA

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Item Details:
ASPPA Webcast: Eligible Employees in Light of a Plan’s Excluded Classes-OD