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AICPA & CIMA Employee Benefit Plans Conference 2021

EBP2131 - 401(k) Compliance Testing - Compliance Testing on Steroids


May 4, 2021 11:10am ‐ May 4, 2021 12:00pm


Standard: $49.00

Description

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.
Category: Concurrent Session Online

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