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401(k) Basics: Part 3 – Distribution Testing, Investments, and Audit Wrap-Up

May 13, 2024 · 2 hour 0 min watch

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Panelists present the various types of plan distributions and benefit payments, various types of plan investments, investment disclosures, and wrapping up the audit. Additionally, the panel will discuss the common issues and errors seen in these areas.

This is part three 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 be viewed individually.

  • The other webcasts in the series are:

  • EBPAQC 401(k) Basics: Part

Download the 2024-401-k-Basics-Part3

File name: 2024-401-k-Basics-Part3.pptx

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