Available until May 13, 2021
Speaker: Steve Riordan, CPC, QPA, QKA, Director of Testing and Reporting Services Fidelity Investments
Experience Level for Attendees: Advanced
Target Audience: TPAs, consultants, administrators, attorneys
IRS Program Number: CZTXU-Q-01171-20-O
Description: This fast-paced advanced Minimum Coverage Testing session will consist entirely of case studies. Topics covered in the case studies will include disaggregation, related employers, average benefits testing, cross-testing, and transition periods for employer transactions. Additionally, creative testing alternatives will be presented for optimal plan design and test results.
Learning Objectives
- Perform Coverage Testing in complex scenarios
- Improve test results by applying testing alternatives
- Educate and consult with plan sponsors regarding advanced Coverage concepts
- Apply Minimum Coverage concepts to case studies
Registration Deadlines:
On-Demand: 05/13/2021
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Noncore
About the Speaker:
Steve Riordan is a Director of Testing & Reporting Services for Fidelity Investments. He currently leads a team that works with plan sponsors of all sizes and assists them with complex non-discrimination testing issues. 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.
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