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Employee Benefit Plans Conference 2018


EBP1828 - Forget Me Not - 401(k) Testing Rules


May 16, 2018 9:45am ‐ May 16, 2018 11:00am

Standard: $49.00

Description

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.

Speaker(s):

  • Amisha Patel, CPA, Principal, Johnson Lambert LLP
  • Deborah Walker, CPA, National Director, Compensation and Benefits, Cherry Bekaert LLP

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