0       0

Employee Benefit Plans 2015


All in the Family: Coverage Rules


May 18, 2015 4:30pm ‐ May 18, 2015 5:45pm

Standard: $49.00

Description

Both tax and audit professionals need to understand how coverage works, what to look for, and what tests to ask for in helping a client with compliance, audit and correction issues. This session will dive into the section 410(b) testing rules, exclusions and the interaction between 410(b) and 401(a)(4). Attendees will:
• Understand controlled group, coverage and eligibility rules for plans, including who must be covered to satisfy the qualification requirements
• Learn to spot whether the company has given the right information for testing and whether the test run looks reasonable
• Walk through the details of coverage testing beyond the basics
• Explore testing when there is a PEO in the mix of companies

Speaker(s):

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content