Do you ever wonder what all the compliance session items in your report mean? This session will review the required testing under the "4 Section" of the Internal Revenue Code.
Learning Objectives:
1. Obtain greater details on the compliance tests run by your TPA.
2. Learn what determines failed or passed testing.
3. Receive information on tests that must be combined with your 401(k) Plan.
Scott is a Director of ESOP Administrator with Blue Ridge ESOP Associates. He has been working with retirement plans for 20 years, 15 of those with ESOPs. His experience lies not only in the technical aspects of administration, but as a guide for new ESOP companies, an educational specialist for employees, and a presenter of various topics both nationally and regionally. Scott works with employee-owned companies across the nation, but is located in Atlanta, GA.
Mr. Williams is a Vice President of Plan Administration for Blue Ridge ESOP Associates and has over 15 years of experience in employee benefits, with a focus on plan design, implementation, administration and consulting services for ESOPs. He is a member of The ESOP Association, the National Center for Employee Ownership and is a speaker at various ESOP conferences. Jon earned a Bachelor of Science in Business from Virginia Commonwealth University, where he majored in Accounting and minored in Economics.
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