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

May 01, 2024 · 2 hour 0 min watch

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Panelists present what participant data needs to be tested and why, the different ways a participant can enroll in a plan, the various types of contributions received by a 401(k) plan, parties in interest and prohibited transactions. Additionally, the panel will discuss the common issues and errors seen in these areas.

This is part two in a four-part series of webcasts about auditing 401(k) plans. We recommend that you view the webcasts in sequential order, but note that they can

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