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EBP1806
Basic Qualified Plan Testing (Repeated in Session EBP1845)
Date
May 15, 2018
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Employee Benefit Plans Conference 2018
Discussion of basic qualified plan nondiscrimination issues including:
- coverage
- discrimination testing
- 415 testing
- 402g limits (401K-m plans)
- 414q and 414s (compensation testing)
- top heavy rules
Objectives:
1. Identify basic nondiscrimination testing required for qualified retirement plans.
2. Identify impact and correction of failure of nondiscrimination tests for a qualified plan.
- coverage
- discrimination testing
- 415 testing
- 402g limits (401K-m plans)
- 414q and 414s (compensation testing)
- top heavy rules
Objectives:
1. Identify basic nondiscrimination testing required for qualified retirement plans.
2. Identify impact and correction of failure of nondiscrimination tests for a qualified plan.
Speakers
Nancy J. Manary, CPA
Manager, Tax Services, RSM US LLP
Mark D. Swedelson, CPA, QPA
Vice-President, Goldberg, Swedelson & Associates Inc.
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