Videos and Webcasts

Implications of the Long-Term Part Time Employee Rules

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By David Barrer
The LTPTE rules can create significant compliance challenges for plan sponsors and service providers who are unaware of 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

David Barrer

As the National Director of TPA Markets, Dave manages our TPA sales. His focus is to promote Pentegra as the “go-to” expert for 3(16) fiduciary outsourcing and TPA services, as well as a large case  Multiple Employer Plan (MEP) partner for advisors and recordkeepers. He serves as a resource for the organization in expanding Pentegra’s TPA footprint and in working with our advisor-partners nationwide to market Pentegra’s unique fiduciary services platform.