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Understanding ADP/ACP Testing for your Defined Contribution Plan
SESSION OVERVIEW:
This presentation is a follow up to the July event, “Understanding Nondiscrimination Testing Under IRC Section 401(a)(4), 410(b), and 401(a)(26).” This session is meant to provide a more narrowed focus of the nondiscrimination testing that applies to qualified defined contribution plans, specifically the Actual Deferral Percentage (ADP) and Actual Contribution (ACP) tests. This presentation will focus on the basics of testing, how to remedy a failed test, and plan design considerations to avoid future testing failures.

TOP TAKE AWAYS:
• The basics of ADP and ACP testing
• Remedies for failed testing
• Plan design considerations for plan sponsors to avoid future testing failures

PROFESSIONAL DEVELOPMENT CREDITS
Credits will be provided only to those logged into the live webinar via computer during the duration of the speaker's presentation.

CEBS - Qualifies for 1 CPE
HRCI - Approved 1 HR (General) credit
SHRM - Approved for 1 PDC
ASPPA - Qualifies for 1 CE

START OF PROGRAM BY TIME ZONE
10:45 Pacific
11:45 Mountain
12:45 Central
1:45 Eastern

Feb 10, 2021 10:45 AM in Pacific Time (US and Canada)

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Speakers

Jarred D. Wilson, MAAA, EA
Vice President & Consulting Actuary @Segal
Mr. Wilson is in Segal’s New York office, with 23 years of experience. He has specialized expertise in a wide range of employee benefit services, including nondiscrimination testing, plan design, actuarial analysis development and funding strategies in alignment with corporate objectives, and the determination of accounting implications associated with ongoing plan operations. He works with corporations on benefit and de-risking strategies and plan management. Mr. Wilson has extensive experience consulting on plan design alternatives, as well as corporate pension valuations under ERISA and PPA, and FAS and IAS pension accounting. He also has experience with post-retirement health and welfare benefit plans and has worked on special projects including plan redesign, curtailments, and M&A. Mr. Wilson earned a BS in Actuarial and Mathematical Science from the University at Albany, State University of New York. He is a Member of the American Academy of Actuaries and an Enrolled Actuary.