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Restatement 07: Nonelective Design Alternatives
Presentor: Derrin Watson Recorded Date: 9/15/2014 Duration: 60 Min.

Description
This program was recorded during a live presentation given on September 15, 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 07: Nonelective Design Alternatives

For many plans, nonelective contributions make up the bulk of the employer contributions. Walking into the nonelective portion of the plan is like walking into a store with over 30 flavors of ice cream. Where to begin? From contributions to allocations, this program examines the many facets and opportunities related to nonelective contributions.

Topics include:

  • Integrated design alternatives
  • Advantage to age weighting
  • Cross-testing options and pitfalls
  • Individual allocation groups (regardless of testing method)
  • Points-based allocations
  • Paid time off formulas
  • Prevailing wage plans
  • Different contributions for different groups
  • Compensation alternatives

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 program you should be able to:

  1. Effectively design a nonelective contribution program for an employer plan
  2. List the options available in designing a nonelective contribution
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 15, 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.