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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:

  1. Determine when and how a defaulted participant loan can be cured
  2. Advise clients on the proper definition of compensation to be used for allocation and testing purposes
  3. Identify and address ethical dilemmas with regard to retirement plans
  4. Advise clients regarding the proper manner for addressing coverage testing issues
  5. Determine how to identify and correct Prohibited Transactions in a variety of scenarios