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Understanding and Implementing Compensation

Webinars

Continuing Education Credit Offered For Live Session Only: Generic, ASPPA, CPE

Webinar Details

This session will dive into everyone's favorite and most confusing topic. The presenters will review the most common compensation definition, nuances between them and practical applications to determine that your recordkeeping compensation is correct.

Learning objectives:

1. Be able to define W-2, 415 and 3401(a) compensation.

2. Understand the nuances between different compensation definitions.

3. Develop best practices for compensation review and application to the reconrdkeeping process.

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Presenters

Dolores P. Lawrence headshot Presenter company logo

Dolores P. Lawrence

Dolores Lawrence is a senior vice president of plan administration at Blue Ridge Associates, where she brings over 30 years of experience in plan design, administration, and consulting services for ESOPs, KSOPs, and 401(k) plans. Dolores holds the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). Her expertise spans the full range of retirement plan administration, from compliance to operational issues, with a particular focus on ESOP and KSOP plans.

Presenter company logo

Gary Gurman

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Schulte LLP
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners