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APA Courses

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APA Course 1 - Fundamentals of Qualified Plan Administration

• Qualified Plan Overview
• Qualified Plan Establishment
• Eligibility and Participation Requirements
• Contribution and Earnings Allocations
• Vesting and Forfeitures
• Minimum and Maximum Contributions
• Permitted Disparity
• Minimum Coverage, Minimum Participation
and General Nondiscrimination Testing
• Annual Valuation Process
• IRS/DOL Guidance
• ERISA