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Employee Benefit Plans Conference 2020

EBP2008 - Eligibility Rules; Ready Set Go

Nov 9, 2020 4:45pm ‐ Nov 9, 2020 6:00pm

Standard: $49.00


This session will focus on the general participation and eligibility rules including

  • Measuring Years of Service
  • Using elapsed time and how it’s different from counting actual hours
  • Maximum eligibility rules
  • Permitted safe harbor exclusions
  • Exclusions that affect coverage rules
  • Leased employees
  • Applying the break in service rules
  • Duel Eligibility features (impact on Top Heavy plans)

This session is a beginner session and for those who have a working knowledge and want a refresher.

Learning Objectives:
  • Identify various provisions for eligibility and participation for retirement plans
  • Recall eligibility requirements for a plan to qualify for favorable tax status
  • Identify common errors for newly eligible employees, and the exclusion of eligible employees or inclusion of ineligible employees


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