Available until Thursday, February 22, 2024
Speaker: Stephen Forbes, J.D., LL.M., President, Forbes Retirement Plan Consulting
Description: Cross-tested plans are one of the more attractive plan designs. Changes made by SECURE Act 2.0 have made them even more attractive. Combining the cross-tested plan with a 401(k) plan (particularly a Safe Harbor 401(k) Plan) increases plan contributions and provides flexibility. To accommodate different fact patterns, it is critical that practitioners not only understand how to design the plans, but also how to test such plans, and how to troubleshoot the plans when the design no longer works. In this webcast, we will use practical examples to help you obtain the skills to make your cross-tested plan practice grow.
Learning Objectives:
- Design a cross-tested plan
- Test a cross-tested plan
- Troubleshoot a cross-tested plan that no longer works
- Combine a cross-tested plan with a 401(k) plan
- Apply SECURE Act 2.0 changes
Registration Links:
On-Demand Webcast is Available Until: February 22, 2024
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.
Continuing Education Credit (Live): 8 ASPPA, 8 NAPA Relevant Topics, 8 NTSA, 8 JBEA Non-Core, 8 JBEA Formal, 8 ERPA
Continuing Education Credit (On-Demand): 8 ASPPA, 8 NAPA Relevant Topics, 8 NTSA, 8 JBEA Non-Core, 8 ERPA
About the Speaker: Stephen Forbes is an ERISA attorney and educator with 36 years of experience practicing and teaching in the retirement plan area. Recently, he received ASPPA’s 2019 Educators Award. Stephen was vice president of SunGard in charge of Relius Education. He teaches seminars, conferences and webcasts on retirement plan compliance, design and correction. He also provides professional consulting. He has drafted qualified plan, 403(b), 457(b), 409A and IRA documents. He was the author of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” He was a Tax Law Specialist at the IRS National Office (Employee Plans Division) where he trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees.
General Webcast Information
How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.
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Paying a Different Way or Registering Mulitple Users: Email [email protected]
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.
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