EBP1907 - 401(k) Testing and Alternatives

Description

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.

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

Speaker(s):

• Cindy J. Dwyer, CPA, Managing Director, CBIZ MHM LLC
• Kimberly A. Flett, CPA, Partner, ERISA & Tax Financial Services, Inc.