Effective Use of the Coverage Testing Rules — Who's In and Who's Out?

Speaker: Lawrence C. Starr, CPC, QPFC, FLMI, CLU®, CEBS, ChFC®, EA, President, Qualified Plan Consultants, Inc.

Learning Objectives:

• Explain the purpose and describe basic features of coverage tests.
• Identify cases where the 11(g) amendment is the most effective solution.

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REGISTRATION

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Recorded  – 02/24/2016

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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 Non-Core 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.

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The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

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GENERAL INFORMATION

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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.
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ABOUT THE SPEAKER

Lawrence Starr

Larry is president of Qualified Plan Consultants, Inc. (QPC), the West Springfield, Mass., firm he founded in 1983, which provides retirement plan consulting, administration and actuarial services on a fee-for-service basis. As an ASPPA member for more than 25 years, Larry has held many leadership positions in ASPPA and was awarded ASPPA’s Educator’s Award in 2004 and in 2012 received ASPPA’s highest honor, The Harry T. Eidson Founders Award.

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