Just for ERPAs Workshop
Chicago, IL - 9/1/2015 - 9/1/2015
Agenda
View/Print the 2019 Orlando Just for ERPAs Workshop AGENDA.
Learning Objectives – after attending the workshop, you should be able to:
- Determine when and how a defaulted participant loan can be cured
- Advise clients on the proper definition of compensation to be used for allocation and testing purposes
- Identify and address ethical dilemmas with regard to retirement plans
- Advise clients regarding the proper manner for addressing coverage testing issues
- Determine how to identify and correct Prohibited Transactions in a variety of scenarios