EBP1907. 401(k) Testing and Alternatives

Track: 
Plan Design & Tax Compliance
Field of Study: 
Taxes
CPE Credit: 
1.5
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.

Monday, May 6, 2019
 
1:15PM-2:30PM

An in-depth look at 401(k) plan testing and alternatives including APD/ACP testing from a tax perspective. These compliance tests are complicated and this session can assist auditors in become more adept in the area related to non-discrimination testing.

Learning Objectives:

  • Apply proper use of ADP/ACP testing based on its purpose.
  • Identify issues involved with testing failures and corrections.


SESSION SPEAKER(S)

CPA
Shareholder | Mayer Hoffman McCann PC
CPA
Managing Director, National Practice Leader | BDO