Thursday, July 18, 2024 |   2:00-3:40 p.m. ET
 

Speaker: Steve Riordan QKA, QPA, CPC, Director, Vice President, Plan Consulting with Fidelity Investments

 

Description: This minimum coverage testing session will briefly review concepts and then apply them through various case studies. Topics covered in the case studies will include disaggregation, related employers, 403(b) rules, average benefits testing, long-term part-time employees (LTPT), correcting failed tests, and the transition period for employer transactions. Additionally, testing alternatives will be presented for optimal plan design and test results.

 

Learning Objectives:

• Perform ratio percentage & average benefits tests
• Apply minimum coverage concepts to case studies
• Perform coverage tests for LTPT employees

 

Registration Links:

                        

Registration Deadline for Live Webcast: July 17, 2024

On-Demand Webcast is Available Until: July 17, 2025

Registration Information: 

• Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
• Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
• Live webcast registration does not provide access to the on-demand version.
• Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
• To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session. 
• CE will only be given for one event, if you attend the live but also complete the On-Demand, Only one CE record will be maintained

Continuing Education Credit (Live):  2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,  2 JBEA Non-Core, 2 JBEA Formal, 2 ERPA, 2 PSCA Relevant Topics

Continuing Education Credit (On-Demand):  2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,  2 JBEA Non-Core, 2 ERPA, 2 PSCA Relevant Topics

Speaker Bios: Steve Riordan is a Vice President of Plan Consulting for Fidelity Investments. He leads a team that works with plan sponsors of all sizes and assists them with plan documents & service agreements. Steve had previously led a testing team that supported ADP/ACP testing, coverage, compensation, and cross-testing. Steve has served as a Subject Matter Expert for ASPPA’s Retirement Plan Academy and he was a recipient of the ASPPA Martin Rosenberg Academic Achievement Award.

General Webcast Information

How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.

Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.

Paying a Different Way: Download the webcast registration form and either: 

• E-mail: Send your 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: American Retirement Association, PO Box 34725, Alexandria, VA  22334-0725
• Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203

Note: Make checks payable to the American Retirement Association. 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. 

Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.

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: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions? Please reach out to our Customer Care team [email protected]