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EBP1948
Distributions and Plan Expenses
Date
May 7, 2019
$49
Standard Price
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This includes sessions from the conference: Employee Benefit Plans Conference 2019
This session will provide an overview of distributions and common errors in a defined contribution plan and will focus on the testing of distributions and plan expenses for the fundamentals track case study.
- Identify the various types of distributions (retirement, rollovers, hardships, loans, etc.), vesting and forfeitures, as well as the different forms of payment (lump sum, annuities).
- Recall the risk assessment of relevant assertions and the planned audit procedures of the case study.
- Select sampling and testing procedures for distributions (including vesting and forfeitures), participant loans, and hardships utilizing examples from the fundamental track case study.
Speakers
Principal, Windham Brannon, LLC
Shareholder, Clark Schaefer Hackett
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