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A review of the 401k testing rules and a deeper dive in testing options and alternatives. This session will help auditors learn ADP/ ACP testing methods and the options to correct failed testing.
Learning Objectives:
Apply proper use of ADP/ACP testing.
Identify testing failures and corrections.
Understand the time frames related to testing and corrections.
Speaker(s):
Lorraine
Dorsa,
FCA, MAAA. MSPA. EA, CEBS,
Principal & Actuary,
Aegis Pension Services, Inc.
Mark
D. Swedelson,
CPA, QPA,
Vice-President,
Goldberg, Swedelson & Associates Inc.