401 K Design Ideas

Session Date: 
May 8th, 2017 - 2:25PM3:40PM


In the world of 401(k) plans, many plan sponsors have utilized a variety of plan designs to achieve specific goals. During this session, we will discuss various 401(k) plan designs and how they impact plans including audit scope, investment options, monitoring of plan operations, discrimination testing, correction of plan errors, auto enrollment, etc. We will also address how some plan issues can be avoided via plan design changes and risk areas to look for with certain plan design features. Join Carol Czarnecki and Kelly Davis as they discuss the nuances of 401(k) plan design.

Field of Study:

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Speaker(s) Speaker Details Session(s)
Kelly Davis ERPA, Principal Employee Benefit Plans, CliftonLarsonAllen LLP, Phoenix, AZ 17, 202
Carol Czarnecki CPA, Experienced Manager, Grant Thornton LLP, Chicago, IL 17, 25

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2