The Ins and Outs of Coverage Testing

Speaker: Charles D. Lockwood, ASC Institute, LLC, Principal

In this session, we will discuss the various coverage tests, including the ratio percentage and average benefits tests. In addition, we will address methods for improving coverage testing results, such as the use of permitted disaggregation, restructuring and testing on the basis of equivalent benefit rates. This session will also cover correction methods for addressing a failed coverage test, including the use of fail-safe coverage options and retroactive plan amendments.

REGISTRATION

Important Webcast Changes
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Registration Prices

Recorded Webcast
(registration deadline: 03/18/15)

Registration for Recorded Webcast Includes:

• One viewing of the Webcast recording to play anytime 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

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Methods of Registration

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CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 2 ASPPA CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 2 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA)

The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

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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

The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.

ABOUT THE SPEAKER

Charles D. Lockwood, ASC Institute, LLC, Principal 

Charles has over 20 years’ experience in the employee benefits field. Charles is currently a principal with the ASC Institute (ASCi). Prior to joining ASCi, Charles was a principal with the pension consulting firm Global Benefit Advisors LLC (GBA) and a vice president with Pension Publications of Denver (PPD). Prior to entering private consulting, Charles worked in the Employee Plans Division in the National Office of the Internal Revenue Service as a Tax Law Specialist. Charles received his JD from the University of Florida and his LLM from the University of Denver.

QUESTIONS

Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]

Please Note: All members of the media must register as such by contacting Ryan Shucard at [email protected], or by calling 703-516-9300 ex. 130.