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6:38
Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency.
Define each of the different populations in a plan and understand how to identify them.
10:34
In this video, we’ll cover how to get information with NDT, Form 5500, and annual/regulatory audits (including ERISA audit sampling requests).
9:08
In this video, we’ll cover how to grant power of attorney to an agent on behalf of a participant through a PSW® Service Request.
5:03
Actual Deferral Percentage (or ADP) testing and Actual Contribution Percentage (or ACP) testing are two of the tests required annually for nondiscrimination testing.
7:00
A Qualified Non-Elective Contribution, or QNEC, is a corrective contribution made to certain participants on behalf of the plan sponsor due to an ADP or ACP nondiscrimination test failure.
6:35
In this video, we’ll cover how to transfer to separate a participant’s account into two accounts (usually after a divorce) through a PSW® Service Request.
6:03
For Plan Sponsor Use Only
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