Just for ERPAs Workshop
Orlando, FL - 2/6/2018 - 2/6/2018
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