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Is there a good detailed 401(a)(4) testing seminar out there?


Guest Mike Burmeister

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Guest Mike Burmeister
Posted

We are looking for a detailed class to teach/refresh the entire 401(a)(4) testing material: cross-testing, rate group testing, imputing disparity, etc. and how they all relate to each other. Has anyone attended anything that they would recommend? Thanks.

Posted

These topics are covered at ASPA and other seminars, but I do not know of any seminar which just addresses these topics.

If you are interested in customized training for your employees in your office focusing on the types of plans you work with, our firm offers this type of training. Contact me at lda@leading.net or 904 249-9171 to discuss your needs in more detail.

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  • 2 weeks later...
Posted

Larry Deutsch has a seminar every year. I've heard it is very good but have been unable to attend to date. I think it is in February in New Orleans. He is listed in the ASPA yearbook. Email me if you want his phone #.

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