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Understanding Nondiscrimination Testing Under IRC Section 401(a)(4), 410(b), and 401(a)(26)
The phrase “nondiscrimination testing” strikes dread into many benefits professionals and the SECURE Act has added more complexity on top of it. Join us as we go “back to the basics” with a broad overview of the nondiscrimination rules that apply to qualified defined benefit and defined contribution plans, under Internal Revenue Code Section 401(a)(4), 410(b), and 401(a)(26). In addition to providing background on why nondiscrimination testing is required, this presentation will also focus on common areas of concern for plan sponsors and what forms of relief the IRS has recently provided to address these concerns.

Top Take Aways
1. The basic concepts of nondiscrimination testing and why it’s required
2. Recent nondiscrimination relief provided under the SECURE Act
3. Steps plan sponsors can do if they are in danger of failing nondiscrimination

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 for 1 HR (General) credit
SHRM - approved for 1 PDC
ASPPA - qualifies for 1 CE

Jul 29, 2020 10:45 AM in Pacific Time (US and Canada)

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Jarred D. Wilson, MAAA, EA
Vice President and Consulting Actuary @Segal
Mr. Wilson is a Vice President and Consulting Actuary in Segal’s New York office, with 22 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 also works with corporations on benefit and de-risking strategies and plan management. Mr. Wilson has extensive experience consulting on plan design alternatives in conjunction with compliance testing under IRC Sections 401(a)(4) and 410(b), 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 a number of special projects including plan redesign, curtailments, and M&A.