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Fundamentals of Qualified Plans 2: Eligibility and Vesting

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Fundamentals of Qualified Plans- Webinar Series
Presented by: Kristina Kananen, APA, QPA, QKA, Customer Support, DATAIR Employee Benefit Systems, Inc. 
and Kimberly Martin, APA, CPC, QPA, Education Director, NIPA
Original Presentation Date: Tuesday,  June 17 - July 15, 2014, 11:00 a.m. – 11:50 a.m. CT
Continuing Education Credits: 1 NIPA CPE Each; 1 ERPA CPE Each

The Fundamental of Qualified Plans webcast series introduce the basics of qualified plans using the material in NIPA's APA Course 1 and APR Course 1.  This webinar series is ideal for TPAs and financial professionals new to the retirement plan industry, and will be a valuable resource for students studying to obtain NIPA's APA or APR designation.  Conversely, you may be a more experienced TPA, but find you are struggling when it comes to applying one or more of these topics.  
You can sign up for each webinar in the series individually OR sign up for all five at a special rate!  Each of the five webcasts in the series are 50 minutes in length, providing you with smaller bits of information to help you understand the building blocks that will be covered.  Attend all five webcasts, and earn 5 CPE credits while you learn the fundamentals of qualified plans! 

  1. Overview and Establishment of Qualified Plans - Click Here to Purchase Separately
    1. Tax Benefits/Advantages
    2. Regulatory Agencies
    3.  Plan Types
    4. Plan Documents & Approval
  2. Eligibility and Vesting
    1. Eligibility Requirements
    2. Entry Dates
    3. Vesting
    4. Forfeitures
    5. Year of Service
  3. Contributions - Click Here to Purchase Separately
    1. Allocations – Requirements & Formulas
    2. Compensation
    3. Earnings
  4. Compliance Testing - Click Here to Purchase Separately
    1. Maximum – Deductions, Plan Limits, Deferral Limit, 415 Limit
    2. Minimum – Top-Heavy
    3. Coverage 
    4. Nondiscrimination
  5. Reporting and Disclosure / Year in Review - Click Here to Purchase Separately
    1. Annual Return – 5500 Series
    2. Annual Registration Statement – Form 8955-SSA
    3. Disclosures – SPD, SAR, Notices, Benefit Statements
    4. Annual Valuation Process

 Click here to purchase all five at a special discounted rate!

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