VEChannel Event Profile

Safe Harbor 401(k) and SIMPLE Plans 2005

This webcast provides practitioners with an introduction and overview of the different options used to design a pretax elective deferral plan that is exempt form the dreaded ADP and ACP tests. The requirements, as well as the advantages and disadvantages of each type of plan, will be discussed. The information provided is practical and you can put it to use immediately to establish more effective administrative procedures and reduced compliance issues. Covered topics include: Contribution Requirements Notice Requirements Plan Design Issues Top Heavy Exemption Eligible Employers Contribution Requirements Notice Requirements Restrictions on Distributions Reporting Requirements This webcast will be presented by Bob Kaplan, CFP, CPC, QPA, APA, who is McKay Hochmans Director of Education and Consulting Services.

View This Event