401(k) Basics: Part 1 - Introduction and Planning-2022
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401(k) Basics: Part 1 - Introduction and Planning-2022

9 months ago · 2 hour 3 min watch

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Panelists present basic information about 401(k) plans including plan structure, standard plan documents, key plan officials and service providers, and the unique issues that need to be considered when planning these audits.

This is part one in a four-part series of webcasts about auditing 401(k) plans. We recommend that you view the webcasts in sequential order but note that they can be viewed individually.

The other webcasts in the series are:

  • EBPAQC 401(k) Basics: Part 2 – Participant Data and Contribution Testing

  • EBPAQC 401(k) Basics: Part 3 – Distribution Testing, Investments, and Audit Wrap-Up

  • EBPAQC 401(k) Basics: Part 4 – Notes to Financial Statements and Current Topics

Download the 401(k) Basics: Part 1 - Introduction and Planning-2022

File name: 2022-401-k-basics-part1.pptx

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