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Employee Benefit Plans Conference 2020


EBP2056 - Everything You Ought to Know About Distributions and Plans Expenses


May 5, 2020 3:05pm ‐ May 5, 2020 3:55pm

Description

Please Note: This session is part of the A&A Fundamentals sessions and facilitators have asked that attendees bring a laptop computer in order to fully participate in these sessions. 

This session will provide an overview of distributions and common errors in a defined contribution plan and will focus on the testing of distributions and plan expenses for the fundamentals track case study.

Learning Objectives:
  • Identify the various types of distributions (retirement, rollovers, hardships, loans, etc.), vesting and forfeitures, as well as the different forms of payment (lump sum, annuities)
  • Revisit the risk assessment of relevant assertions and the planned audit procedures of the case study
  • Evaluate sampling and testing procedures for distributions (including vesting and forfeitures), participant loans, and hardships utilizing examples from the fundamental track case study

Speaker(s):

Category: Concurrent Session Onsite and Online

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