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Restatement 06: Matching Contributions That Work
Presentor: Derrin Watson Recorded Date: 9/8/2014 Duration: 60 Min.

Description
This program was recorded during a live presentation given on September 8, 2014 at 12:00PM EDT.
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This series provides education and commentary on plan designs and the restatement process. It focuses on legal principles which can apply to any plan, rather than on the specifics of any one plan document. As always we look forward to answering attendee questions, whether submitted ahead of time or during the program.

All sessions will be recorded and available for purchase. Due to the inability to track attendance, however, a Letter of Participation is not provided for recorded events.

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Restatement Perspectives 06: Matching Contributions That Work

For an ADP-tested plan, the matching contribution is frequently the most important design feature. Odds are good a preapproved plan is filled with options for matching contributions. Making the best use of all those options requires skill, knowledge, creativity, and judgment. This program approaches matching contributions from a design perspective.

Topics include:

  • Discretionary or fixed
  • Current or prior year testing
  • Match rates
  • Limits ($ or %) on match
  • Time period for computing match
  • Contribution deadlines
  • Matching catch-ups
  • Changing matching formulas midyear
  • Different rates for different groups
  • Match based on years of service
  • Compensation issues

Prerequisites: There are no prerequisites or advance preparation for this program. The instructor will assume attendees are familiar with preapproved plan documents and with the operation of 401(k) plans.

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 the seminar, you should be able to:

  1. Effectively design a matching contribution program for an employer plan
  2. List the options available in designing a match
How To Participate
You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone.

Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.

Program Schedule (Eastern Time)
Monday, September 8, 2014
12:00 noon to 1:00 p.m. Eastern Time
(11:00 a.m. CT; 10:00 a.m. MT; 9:00 a.m. PT)

Program related requests, questions, or concerns may be e-mailed to: relius.education@sungard.com.