May 9th, 2017 - 9:45AM — 11:00AM
This session will focus on internal control over finanical reporting in a defined contribution plan.
- Understand ESOP rules, pros and cons (costs and benefits)
- Understand when an ESOP is beneficial for your client
- Understand tax compliance issues important for ESOP sponsors
- Review 409(p) and other common tax issues
- Review auditing tax issues