Forget Me Not - 401(k) Testing Rules

Wednesday, May 16, 2018 - 9:45am11:00am

401(k)s, the most popular retirement plan, presents numerous opportunities for encouraging employee participation and ease of operation. Learn these opportunities, how best to use them, problems that can arise and what to do when problems do arise.

Attendees will:
- Recall the tax qualification and ERISA requirements for operating 401(k) profit sharing plans, including the ability to invest in employer stock within the plan.
- Recall how to efficiently operate a 401(k) plan so that employees will maximize their participation.
- Identify the correction methods available if you find a 401(k) plan with qualification or ERISA violations.

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CPE Credit: 
Advanced Preparation: 
Speaker(s) Speaker Details Session(s)
Amisha Patel CPA, Senior Manager, Johnson Lambert LLP, Vienna, Virginia 28, 44
Deborah Walker CPA, National Director, Cherry Bekaert LLP, Washington, District of Columbia 7, 28, 49, 56