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EBP2438
Everything You Ought to Know About Distributions and Plans Expenses
Date
May 7, 2024
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2024 AICPA & CIMA Employee Benefit Plans Conference
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.
Learning Objectives
- 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.
- Indicate sampling and testing procedures for distributions (including vesting and forfeitures), participant loans, and hardships utilizing examples from the fundamental track case study.
Speakers
Shareholder, LBMC,PC
Founder & CEO, Ryan + Mann LLC
General
Session Categories
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