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Build upon your foundational knowledge
In this webcast, you’ll learn:
– What participant data needs to be tested and why
– The ways a participant can enroll in a 401(k) plan
– The types of contributions received by a 401(k) plan
– How to identify a range of parties in interest and prohibited transactions
– Identify what participant data needs to be tested and why.
– Recall the various ways a participant can enroll in a 401(k) plan.
– Distinguish the various types of contributions received by a 401(k) plan.
– Identify a range of parties in interest and prohibited transactions.
* Auditing
* Participant data
* 401(k) plan enrollment
* 401(k) contribution types
* Parties in interest
* Prohibited transactions
* Common errors and issues
– CPAs
– CGMAs based in the U.S.
– Accounting and finance professionals
– Auditors who are new to 401(k) plan auditing
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