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Solving Cross-Testing Heartaches!

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Solving Cross-Testing Heartaches!
Presented by: Kevin Donovan, CPA, EA, MSPA, Pinnacle Plan Design, LLC
Wednesday, June 5, 2013
11:00 a.m. – 12:40 p.m. CT
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE

When a cross-tested plan initially fails to satisfy nondiscrimination, there still may be options that can be used in order for the test to pass.  To find solutions to your cross-testing failures, it's important to understand how cross-testing works.  Join nondiscrimination testing expert Kevin Donovan to learn the various testing and design options available and how to use them, including:

  • What is an "equivalent benefit rate" and how is it determined?
  • How can a benefit rate be "improved" without improving the "benefit"?
  • When is average compensation better?
  • What other definitions of compensation can be used that will improve testing?
  • How do 401(a)(4) and 410(b) interplay?
  • What is restructuring and how can it improve testing?
  • When can accrued-to-date testing improve results?
  • What is gateway testing and what options are there?
  • What are the basics of DB/DC testing, including 401(a)(26)?
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