Plan Compensation - What is it?

Tuesday, May 15, 2018 - 4:10pm5:25pm

Plan compensation errors always seem to make a "Top 10 List" of mistakes. This session will help you: • Identify where to find definitions of compensation in a plan document • Analyze the most common definitions used in plans • Distinguish when a definition of compensation must be tested under nondiscrimination testing • Differentiate the difference between regular compensation and post severance compensation • Analyze various strategies in "scrubbing" census data • Calculate compensation (earned income) when working with pass through entities

Knowledge Level:


Field of Study:

Session Type:

CPE Credit: 
Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.
Advanced Preparation: 
Speaker(s) Speaker Details Session(s)
Cindy Dwyer CPA, Director, Mayer Hoffman McCann PC, Kansas City, Missouri 20, 203, 67
Mark Swedelson CPA, QPA, VP, Goldberg, Swedelson & Associates, Encino, California 6, 20, 45