Videos and Webcasts

CE – Implications of the Long-Term Part Time Employee Rules

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Kate Blake By Kate Blake
The LTPTE rules can create significant compliance challenges for plan sponsors and service providers who are unaware of the scope and implications of these requirements. This presentation highlights the nuances of these rules and how they impact eligibility, vesting, compliance testing, audits and Form 5500 filings. Multiple examples will illustrate the day-to-day impact of these rules and how plan design considerations can mitigate their overall impact.

*Disclaimer: This recording is not eligible for Continuing Education Credits

Author

Kate Blake
Kate Blake

Based in New York, Kate works with clients throughout the country, helping them develop effective plan designs, manage plan level modifications, and build employee awareness and appreciation for retirement programs.