EBP19205. 404( c) and 404(a)(5) compliance Fund Selection Process

Track: 
Advanced Professionals
Field of Study: 
Taxes
CPE Credit: 
1.0
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.

Wednesday, May 8, 2019
 
7:00AM-7:50PM

Session will examine the importance of Sections 404(c) and 404(a)(5) and the application in qualified plans to help facilitate the auditor's procedures.
Learning Objectives:

  • Indicate when the application of Sections 404(c) and 404(a)(5) should apply to qualified plans.
  • Recognize lack of non-compliance in qualified plans.


SESSION SPEAKER(S)

Principal, Employee Benefit Plans | CliftonLarsonAllen LLP
CPA
Managing Director, National Practice Leader | BDO