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
Senior Product Support Specialist with ftwilliam.com