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This program was recorded during a live presentation on April 14, 2014.
Focused Topic 04:Troubleshooting Cross-Tested Plans
Restructuring, Age/Service Schedules, Banding, Family Members, and More
Mondays with Derrin and Steve
The cross-tested profit-sharing plan is among the most popular plan designs today. The plan design affords the practitioner the flexibility he/she needs to tailor a plan that meets the needs of the owners and the workforce. But cross-testing is sensitive to changing demographics. Often a practitioner is surprised by changes and he/she must know how to react to the changes.
There are many approaches to a cross-tested plan, with very different outcomes. Unless a practitioner understands all the tools available to the plan, the practitioner may well provide a plan that is less effective or more costly than it could or should be. This web seminar provides the practitioner the tools he/she needs to address issues that arise in a cross-tested plan.
Topics include:
Level: Intermediate
Instructional Delivery Method
Group – Internet-Based
Speaker – Stephen W. Forbes, J.D., LL.M.
Author ofThe 5500 Filing Guide
Objectives: After the seminar, attendees should be able to:
Hardware System Requirements:
Software Requirements:
Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.