Knowledge Library Top Heavy Plans
Wednesday, October 30, 2019

Top Heavy Plans

Please join us for a lively refresher course covering a wide variety of topics related to top heavy plans. This 90-minute course will start with the basic components of determining if your plan is top heavy, and will run all the way through more complex testing issues that arise with top heavy plans.

We will cover:

  • What is a top heavy plan?
  • Identifying key employees
  • Determining the top heavy ratio
  • Top heavy minimum allocations and vesting
  • Safe harbor 401(k) plans

To view the webinar replay, please click the link below and complete the information. You will receive an email with a link to the webinar.

Watch Now


Jane Nickalls
Senior Product Support Specialist with
Kelly A. Johnson
ERISA Consultant with