Description

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.

• 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.

Speaker(s):

• Kelly A. Davis, ERPA, Principal, Employee Benefit Plans, CliftonLarsonAllen LLP
• Robert A. Lavenberg, CPA, CGMA, JD, LL.M. (Taxation), President, ERISAworks LLC