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Plan Design Considerations for 2013

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Plan Design Considerations for 2013 
Presented by Aimee Nash and Christian Hofstadter of Wolters Kluwer

Original Presentation Date: Wednesday, October 24, 2012
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE

With 2012 quickly coming to a close and the New Year just around the corner, now is the time to think about plan designs for the 2013 plan year. Join Aimee Nash and Christian Hofstadter on October 24th for a valuable discussion of design options that will enhance your clients’ retirement plans, including:

  • Adding safe harbor or auto enrollment features to 401(k) plans;
  • Using early or dual eligibility provisions; 
  • Creative uses of matching contributions; 
  • Using cross-testing allocations;
  • Maximizing forfeitures;
  • Allocation condition considerations; 
  • Possible changes to the definitions of compensation;
  • Timing of amendments and document type considerations;
  • Required participant disclosures; and 
  • Additional responsibilities required of the plan sponsor as a result of the amendment(s).
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