Employee Benefit Plans Conference 2018

EBP1839 - Distributions & Plan Expenses

May 16, 2018 1:25pm ‐ May 16, 2018 2:40pm

Standard: $49.00

Description

This session will focus on the distribution process of a defined contribution plan.

Attendees will:

• Identify the various types of distributions

• Recall how to design audit procedures to cover the identified assertions

• Identify testing procedures, including sampling, over the various types of distributions (retirements, rollovers, hardships, loans, etc.) as well as the different forms of payment (lump sum, annuities)

• Recall that testing will include vesting considerations

• Recall the testing and financial reporting for participant loans

Speaker(s):

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