Available unti May 5, 2022
Speaker: J.Tyler Wilson, QPA, QKC, QKA, Retirement Plan Consultant, DWC – The 401(k) Experts
Experience Level for Attendees: Basic
Target Audience: TPAs, administrators, advisers, Record Keepers, CPAs who perform audits for 401(k) plans, ERISA Attorneys
IRS Program Number: CZTXU-Q-01308-21-O
Description: Come prepared to get involved! During this webcast, we’ll manually calculate coverage by determining who’s benefitting, excluded, and excludable (yes, there’s a difference; and yes, we’ll cover it). We’ll also look into what must be done when a plan fails coverage. Here’s a hint: The first step is to read the document.
Learning Objectives
- Determine who is benefitting, excluded, or excludable from the coverage testing group.
- Ensure your ability to perform the ratio percentage and average benefits tests.
- Master the steps to take in correcting a failed coverage test.
Registration Deadlines:
On-Demand: 5/05/2022
CE Credit: 1 ASPPA, 1 NTSA , 1 NAPA Relevant,1 JBEA Noncore
About the Speaker:
Tyler Wilson has more than 13 years of experience in the retirement plan industry, with his last four serving as a member of the Management Team at DWC – The 401(k) Experts. He is currently a member of DWC’s Consulting Team where he serves as a technical resource, reviews plan design and plan documents, provides blog content and technical peer reviews for the website, and prepares complex correction projects including VCP submissions. Tyler has also been published in The Journal of Pension Benefits.
Tyler serves as a member of the ASPPA Annual Planning Committee and the Government Affairs – Reporting and Disclosures Subcommittee.
At the end of the day, he’s a pension geek who loves diving in to the nitty gritty.
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Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.
Webcast Package Pricing
For more details on additional training package offerings, please contact [email protected]
Methods of Registration: 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.
Click here to download a registration form
Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.
E-mail: E-mail your scanned 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
For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Make checks payable to the American Retirement Association
General Information
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
Registration and General Questions
American Retirement Association Customer Support
703-516-9300