Webcast Recording: Advanced 401(a)(4) Nondiscrimination Testing

Presented by: Kevin Donovan, CPA, EA, MSPA

Original presentation date: Tuesday, February 12, 2019

Duration:100 minutes

CPE credits:2.00 NIPA CPE credits and 2.00 ERPA CPE credits

A qualified plan must provide for contributions or benefits that are nondiscriminatory under IRC §401(a)(4). Certain plan designs are automatically nondiscriminatory under the 401(a)(4) safe harbors and do not require actual testing of contributions or benefits. Plan designs that do not satisfy one of these safe harbors are required to demonstrate nondiscrimination. Join NIPA and Kevin next week for a rigorous discussion of advanced DC nondiscrimination testing issues.

At the end of the webcast recording, you will need to take and pass a 10-question True/False quiz in order to earn CPE credits. You will receive a Certification of Completion through your profile in NIPA's Learning Center.

If you would like ERPA credits for completing this course, please contact NIPA HQ via nipa@nipa.org with your PTIN and a copy of your Certification of Completion.