FIS Relius |
About Us | Support | Products and Services | News | Training | Events | Contact Us | Links | Search | Sitemap |
Home / Events / FIS Relius | Welcome! Log In or Register |
Do you need to train someone new? Do you need to brush up on the basics, or to fill in gaps in your knowledge? SunGard’s Fundamentals Series may be just what you need. 16 convenient 1-hour web seminars provide the information a pension practitioner needs to function effective in the modern 401(k) world. Pick and choose the topics you need, or participate in the entire series: the choice is yours. Our standard pricing has been discounted to make attendance to all sessions in this series more cost effective. The series will cover the following:
Fundamentals 08: Nondiscrimination Testing and Allocations [2017]
It's been over two decades since the IRS issued the nondiscrimination final regulations under §401(a)(4). "Detailed" doesn't begin to describe the mind-numbing 186 pages of government-speak in the final regulations. These rules intimately affect many aspects of plan operation and design. Retirement practitioners must have a thorough understanding of the nondiscrimination rules affecting defined contribution plans. Using clear analysis and examples, the speaker presents a clear path through the various issues for testing and allocations.
Nondiscrimination Topics include:
There are no prerequisites or other advanced preparation for this program. No prior experience needed.
Level: Beginning.
Instructional Delivery Method
Group – Internet-Based
NASBA Field of Study: Taxes
Speaker: David Schultz, J.D.Objectives: After attending the program you should be able to:
All ownership and intellectual property rights in and relating to this website and all of its contents or any copies thereof, including but not limited to copyrights, logos, trademarks, service marks, design, text, videos, sound recordings, images, links, graphics, code, concepts and themes are owned by SunGard and/or its subsidiaries (collectively "FIS") or used under authorized license by the FIS. Any recording, reproduction, transmission, distribution, publication, performance, broadcast, hyperlink, creation of derivative works or other use in whole or in part in any manner without the prior written consent of the FIS is expressly prohibited. Without the prior written consent of the FIS, you shall not insert a hyperlink to this website or any part thereof on any other website or "mirror" or frame this website, any part thereof, or any information or materials contained in this website on any other server, website or webpage.