Description
This session will introduce the plan document provisions of the defined contribution case study. Facilitators recommend bringing your laptop to this session to fully participate in the case study.
Attendees will:
- Understand the different types of plan document designs being used by plan sponsor and highlight the IRS determination letter program.
- Identify key plan provisions in order to develop audit procedures
- Understand differences in plan design
- Become familiar with plan amendments
- Learn about the AICPA Plan Document Tool
Speaker(s):
- Mark
A. Blackburn,
CPA, CGMA,
Shareholder,
LBMC,PC
- Robert
A. Lavenberg,
CPA, CGMA, JD, LL.M. (Taxation),
President,
ERISAworks LLC
- Maggie
M. Wise,
CPA,
Senior Manager,
Windham Brannon
