Available until February 13, 2025
Speaker: Stephen Forbes, J.D., LL.M., President, Forbes Retirement Plan Consulting
Description: The Safe Harbor 401(k) Plan has become the most popular 401(k) plan design. Nevertheless, many practitioners and employers continue to be unaware of design options that effectively maximize its advantages, particularly how to use the ACP safe harbor features. One of the more attractive plan designs is combining a Safe Harbor 401(k) plan with a Cross-Tested Plan. We also will discuss the changes made by the two SECURE Acts. Finally, we will address how to correct a Safe Harbor 401(k) Plan that runs afoul of the rules
Learning Objectives:
- Design a Safe Harbor 401(k) Plan
- Utilize multiple ACP safe matching formulas
- Apply long-term part-time employee rules to a Safe Harbor 401(k) Plan
- Correct a Safe Harbor 401(k) Plan failure
- Apply SECURE changes to a safe harbor 401(k) plan
Registration Links:
On-Demand Webcast is Available Until: February 14, 2025
Registration Information:
- Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
- To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
Continuing Education Credit (On-Demand): 8 ASPPA, 8 NAPA Relevant Topics, 8 NTSA, 8 JBEA Formal, 8 JBEA Non-Core, 8 ERPA, 8 PSCA Relevant Topics
Speaker BIo: Stephen is an ERISA attorney and educator with 35 years of experience practicing and teaching in the retirement plan area. Recently, Mr. Forbes received ASPPA’s 2019 Educators Award. Stephen was vice president of SunGard in charge of Relius Education. He teaches seminars, conferences and webcasts on retirement plan compliance, design and correction. He also provides professional consulting. Mr. Forbes has drafted qualified plan, 403(b), 457(b), 409A and IRA documents. He was the author of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes was a Tax Law Specialist at the IRS National Office (Employee Plans Division) where he trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees.
General Webcast Information
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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: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
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