Pre-Conference Optional Workshop Additional Fee

EBP22003. Complex Testing/Consulting in Employee Benefits

In this session we will consider the consulting opportunities that arise when reviewing a plan's non-discrimination testing; we'll explore why a plan will never fail testing; and we'll consider the Secure Act Closed Plan rules and what they mean for sponsors.


Learning Objectives:

  • Identify the consulting opportunities non-discrimination testing presents.
  • Determine the various options to pass non-discrimination testing.
Date/Time
–
CPE Credits
2.0
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
3-5 years in the profession
Advanced Preparation
None
Speakers
Image of Norma Sharara

Norma Sharara

JD
Managing Director
BDO
Image of Norman Levinrad

Norman Levinrad

Chief Actuary
EGPS
Image of Cindy Dwyer

Cindy Dwyer

CPA
Managing Director
CBIZ MHM LLC