Webinar

401(k) Basics Part 2-Participant Data and Contribution Testing

This is an excellent webcast 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. We'll also cover practical information about participant data and contribution testing

Objectives

 Identify when a participant needs to be tested and why.

 Recall the different ways a participant can enroll in a plan.

 Recognize the various types of contributions received by a 401(k) plan.

 Recall parties in interest and prohibited transactions.

Highlights

Key Topics

 Participant data and contribution testing

Additional Information

Designed For

Accounting staff or in-charge auditors

Vendor

American Institute of CPAs

Field of Study

Auditing

Course Number

191919763

Level of Knowledge

Basic

Add to Cart

View All Courses