ftwilliam.com Continuing Education Webinar Series

CE Webinar: Top Heavy Plans

Wednesday October 30, 2019
2:00 PM - 3:30 PM ET

Eligible for the following CE credits: 1.5 ASPPA/NIPA and 1 ERPA
Please join us for a lively refresher course covering a wide variety of topics related to top heavy plans. This 90-minute course will start with the basic components of determining if your plan is top heavy, and will run all the way through more complex testing issues that arise with top heavy plans.

We will cover:

  • What is a top heavy plan?
  • Identifying key employees
  • Determining the top heavy ratio
  • Top heavy minimum allocations and vesting
  • Safe harbor 401(k) plans
  • Plan aggregation
Featured Speakers
Jane Nickalls
Senior Product Support Specialist with ftwilliam.com
Register Now!
After October 30th? Watch the replay!

Kelly A. Johnson
ERISA Consultant with ftwilliam.com

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