401(k) Basics Part 3 Distribution testing, investments, audit wrap-up
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401(k) Basics Part 3 Distribution testing, investments, audit wrap-up

9 months ago · 2 hour 3 min watch

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Panelists present the various types of plan distributions and benefit payments, various types of plan investments, investment disclosures, and wrapping up the audit. Additionally, the panel will discuss the common issues and errors seen in these areas.

This is part three 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 1 – Introduction and Planning

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

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

Download the 401(k) Basics Part 3 Distribution testing, investments, audit wrap-up

File name: 92317096_2022-401-k-basics-part3.pptx

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