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EBP22003

Complex Testing/Consulting in Employee Benefits

Date
May 9, 2022
$79
Standard Price
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Thumbnail for 2022 AICPA & CIMA Employee Benefit Plans Conference
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Asso…

In this session we will consider the consulting opportunities that arise when reviewing a plan's non-discrimination testing; we'll explore why a plan will never fail testing; and we'll consider the Secure Act Closed Plan rules and what they mean for sponsors.

Learning Objectives

  • Identify the consulting opportunities non-discrimination testing presents.
  • Determine the various options to pass non-discrimination testing.

Speakers

Speaker Image for Norman Levinrad
Chief Actuary, EGPS
Speaker Image for Norma Sharara
Managing Director, BDO
Speaker Image for Cindy Dwyer
Managing Director, CBIZ MHM LLC

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