401(k) Plan Design Considerations

Speaker: Aimee Nash, JD, APM; Wolters Kluwer Law and Business - ftwilliam.com

A broad survey of 401(k) plan design considerations. When designing a document, it can be easy to select a particular design out of habit. This webcast aims provide some fresh perspective on different drafting styles and options.

Attendee Takeaways:

• Timing of amendments – when can you change plan provisions?
• Matching contributions – considerations when using complex formulas
• Eligibility rules – hours of service vs. elapsed time and early/dual eligibility considerations
• Compensation – which definition to use?
• Considerations when choosing document type – volume submitter vs prototype

REGISTRATION

Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will not be able to log back in where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CE credit.

Registration Prices

Recorded Webcast
(registration deadline: 07/11/14)

Registration for Recorded Webcast Includes:

• One viewing of the Webcast recording to play anytime before the one year expiration date
• Webcast outline and any additional presentation materials

Recordings are available one week after the live webcast takes place.

Webcast Package Pricing

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Methods of Registration

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CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 2 ASPPA CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 2 JBEA CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA)

The webcast is designed to offer registrants 2 ERPA CE credits.

Continuing Education Changes for RECORDED Webcast Attendees

Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee's My ASPPA page.

GENERAL INFORMATION

Cancellation Policy

All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer

The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.

ABOUT THE SPEAKER

Aimee Nash, JD, APM

Aimee Nash is the senior writer/analyst at Wolters Kluwer Law & Business on the ftwilliam.com portfolio and has been at ftwilliam.com for over 5 years. She was the primary drafter of the pre-approved defined contribution plan mass submitter documents for the PPA cycle as well as ftwilliam's 403(b), nonqualified and Welfare plan documents. She is a member of ASPPA's Tax Exempt and Governmental Plans Committee. Aimee received her Bachelor’s of Science in Biochemistry and her J.D. (cum laude) from the University of Wisconsin - Madison. She also served in the US Peace Corps in Tanzania and regularly speaks on and writes about retirement and welfare plan issues.   

QUESTIONS

Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]