2019 401(k) basics, part 2- participant data & contribution testing
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2019 401(k) basics, part 2- participant data & contribution testing

3 years ago · 2 hour 3 min watch

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This EBPAQC webcast is part 2 of a 4-part 401(k) basics series intended for staff or in-charge auditors who are new to ERISA audits. This is an excellent program for staff or in-charge auditors who are new to ERISA audits as it provides an understanding of 401(k) plans and how they work and information about EBP audit planning and risk assessment. We’ve included the presenters’ PowerPoint slides that accompany this webcast. These notes will help you to better understand the webcast content.

This webcast titled, EBPAQC 401(k) Basics - Part 2, Participant Data & Contribution Testing, includes expert speakers to explain the topic is available as an exclusive EBPAQC member benefit. For more webcast archives accessible to EBPAQC members, you can view the complete library of EBPAQC webcast archives.

The presenters discuss:

  • The importance of the plan document

  • Various types of individually designed and IRS pre-approved plans

  • SSAE 18

  • Payroll testing

  • Participant testing

  • Contribution testing

  • Parties in interest

  • Prohibited transactions

Note: Per NASBA, you cannot earn CPE credit by watching the archive of this webcast.

Download the EBPAQC 401k Basics - Part 2

File name: 2019-401-k-Basics-Part2.pptx

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