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EBP2131

401(k) Compliance Testing - Compliance Testing on Steroids

Date
May 4, 2021
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for AICPA & CIMA Employee Benefit Plans Conference 2021
This includes sessions from the conference: AICPA & CIMA Employee Benefit Plans Conference 2021

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.

Speakers

Speaker Image for Lorraine Dorsa
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBS
Principal & Actuary, Aegis Pension Services, Inc.
Speaker Image for Mark Swedelson
Vice-President, Goldberg, Swedelson & Associates Inc.

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