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Forfeitures: Allocation Options
Tuesdays with Derrin and Steve
In recent years, the IRS has increased its focus on forfeiture allocations. Despite IRS restrictions on “carrying” forfeiture balances, many plans continue to have such balances. Forfeitures can improve plan economics by reducing contributions and paying plan fees. However, if the plan is not designed correctly or the employer does not properly apply plan provisions, the failures can potentially increase costs and result in costly corrections.
To properly apply the rules regarding forfeitures, practitioners must understand all of the rules and options regarding forfeitures. This web seminar focuses on those rules and options.
Topics include:
Prerequisites: There are no prerequisites or advance preparation for this program. However, the instructor will assume attendees are familiar with the basics of 401(k) administration.
Level: Intermediate
Instructional Delivery Method
Group - Internet-Based
Speaker: S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Objectives: After attending this Web seminar, an attendee should be able to:
Hardware System Requirements:
Software Requirements:
Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.