Who Should Attend?
All Plan Coordinators
- This workshop provides everything you need to know to minimize the time that you spend working on the plan without risking entanglements with the Internal Revenue Service (IRS) or the Department of Labor (DOL).
Support or Back-up for the Plan Coordinator
- Who handles your NADART responsibilities if you are out of the office or busy with other projects? If your answer is "no one," you might consider training a back-up Plan Coordinator. This workshop is a fun way to provide some essential training for anyone you might call upon for help.
Dealers, chief financial officers, controllers, business managers, office managers and payroll managers
- If anyone ever wanted to know more about the NADART retirement plan, this workshop is a great resource.
Workshop Topics:
The 2008 Workshops offer a balance of new subjects and revised versions of the segments praised by past attendees. Topics covered this year include:
- Reviewing your individual plan (NADART Plan Analysis)
- Increasing participation
- How to prepare for an IRS or DOL audit
- Compliance testing
- A tour of NADART`s Web site
- How to handle credited service and vesting for rehires
- Calculating Eligibility and Credited Service for Re-hired Employees
Cost and Other Details
Cost: The workshop is complimentary for NADART Plan Sponsors and Coordinators.
Cancellation: If you cannot attend and would like to send a substitute attendee please call us at (703) 821-7249 with the substitute`s name. If you cannot send a substitute and need to cancel workshop registration, contact us as soon as possible using the online cancellation form. If you cancel after the stated deadline or are a "no show," you will be charged $50.
On-Site Individual Plan Consulting: If you have questions specific to your dealership, a senior service representative will be available to meet with you. If your questions involve your Contribution Nondiscrimination Test or Top Heavy Test, please bring a copy of the test in question.
Dress: Business casual
Hotels: Click the hotel name on the registration form for hotel specifics.
Meals: Continental breakfast and lunch will be provided.
Transportation: Attendees are responsible for any costs associated with parking at the hotel.