EBP2534
Everything You Ought to Know About Distributions and Plan Expenses
Date
May 6, 2025
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.
Speakers
Shareholder, LBMC,PC
Director, Grant Thornton
Session Categories
Prerequisite
Related Products
Asking for a Friend
There will be a tremendous amount of information covered in the fundamental track sessions, and we are sure there will be questions that may not get answered during the sessions or topics that just need a little bit more explanation…
Everything You Ought to Know About Distributions and Plans Expenses
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…
Financial Reporting and Wrap-Up
This session is part of the fundamental case study and will cover audit completion and financial reporting for a defined contribution plan, focusing on the fundamental track case study, including required communications to management and those charged with governance…
Financial Reporting and Wrap-Up
This session is part of the fundamental case study and will cover audit completion and financial reporting for a defined contribution plan, focusing on the fundamental track case study, including required communications to management and those charged with governance…
