Concurrent Session Online
EBP2151. Part 3: Advanced Compliance Testing - How Plan Design Can Cause Unintended Headaches
Plan Design will drive the types compliance testing needed. This session will review the types of compliance testing and the steps needed to properly execute testing. In the event of compliance testing failures, alternative testing will be reviewed. Correction methods will be reviewed in case compliance testing failures are not timely identified and addressed.
Learning Objectives:
- Identify compliance testing options based on plan design
- Assess alternative testing considerations in light of testing failures
- Consider correction strategies based on plan design
Date/Time
May 5
1:00 PM–2:15 PM
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None