403 - DC Plan Nondiscrimination Testing

ADP, ACP, QSLOB, cross testing, gateway testing, plan aggregation, and QNECs are all common terms used in testing defined contribution plans. Come to this session to learn what these terms mean and how to navigate some of the more advanced nondiscrimination testing situations for DC plans.

Speakers:

Dan Froehlich

Fidelity Investments

Donna Kropf

Mercer

Jeremy P. Olszewski

Fidelity Investments

Mr. Patrick Blanchard

Alvarez & Marsal

Rebecca Bak

Fidelity Investments

Credits:

CPD Credit: 2.00 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 2.00 EA Formal Credit: 2.00