Symposium  Registration  Fees
Room Rate is $233 per night.

Room availability is limited,
so please make your reservations early.  
Group rate ends on
January 17th, 2020.

Reservations should be made directly with

The Scottsdale Plaza Resort

by clicking
HERE

or call (800) 832 - 2025

* For our group rate of  $233 per night
be sure to tell them you are with the
Larry Deutsch Symposium.


Don't forget to
Register HERE
for the symposium

Registration helps us provide you with complimentary
supplies & meals as well as ensure your
CE credits are accounted for.
The discussion will be lead by:    
Larry Deutsch  &  Kevin Donovan
both recognized and respected speakers in the area of qualified pension plans.

The 2020 Symposium will be held at the

The Scottsdale Plaza Resort
7200 North Scottsdale Road
Scottsdale, AZ  85253
 
First Day or Last
Day Only
Symposium -
Second & Third
Day
First Three or Last
Three Days
All Four Days
LDE Software Clients
$340
$675
$910
$1,145
Early Registration
(Post marked before 1/17/2020)
$415
$825
$1,135
$1,445
Late Registration
(Post marked after 1/17/2020)
$505
$950
$1,325
$1,700
To book Hotel Reservations

Click Here

or call The Scottsdale Plaza Resort directly at

(800) 832 - 2025
& say your with the Larry Deutsch Symposium


For Online Symposium Registration,
click this LINK

Then MAIL a check for the registration fee to:

Larry Deutsch Enterprises
Non-Discrimination Testing Symposium
3266 Sol Vista, Fallbrook, CA 92028
DAY ONE:  will be a seminar covering the rules of Non-Discrimination Testing, including coverage rules,
calculations of EBARs for various plan types, Rate Groups, Average Benefit Percentage, Ratio Percentage, etc...
with examples and worksheets.  Based on prior years, the seminar should qualify for
8 hours of Continuing Education
credit

DAYS TWO & THREE:  will be an open exchange by participants on a number of planning and testing
ideas, covering 401(a)(4), 410(b), and, to a lesser extent, 414(s), 414(q) and 401(a)(26).  The discussion will include
the impact of the recently issued cash balance regulations on both testing, and plan design.  Based on prior years,
this part of the symposium should qualify for
16 hours of Continuing Education credit.

DAY FOUR:  This session will center upon exploring the ups and downs of various potential interest
crediting rates in a cash balance plan, including using different interest crediting rates for different groups of
employees, use of equity rates of return, and allowing participant election of interest crediting rates as well as
optimizing primarily DB in nature designs for a DB/DC combination of plans. This topic may change due to new
guidance.  In addition, this session will include a section qualifying for ethics credit, led by Karen Smith.

DAY FIVE:  As an accommodation for LDE software clients, this session will be how to do the various
discussed plan designs on Penguin and under used Penguin features.
     * There will be no charge for LDE software clients, but please let us know you are coming, so we can provide your breakfast and lunch.
Please register early, space is limited.
2020 Non-Discrimination Testing Symposium
Larry Deutsch Enterprises
Larry Deutsch's Penguin Consulting and Design
3266 Sol Vista, Fallbrook, CA 92028
(800) 477-0374
2020 Non-Discrimination Testing Symposium

Larry Deutsch Enterprises &
Penguin Consulting & Design, Ltd.
Present:

Non-Discrimination Testing Seminar
February 19th, 2020

2020 Non-Discrimination
Testing Symposium
February 20 th – 22 nd, 2020
(with special software session on February 23rd)

The Scottsdale Plaza Resort
Scottsdale, AZ

SCHEDULE
8:30 am  -  4:40 pm

8:30 am  -  4:40 pm + Group Dinner at 7:00 pm

8:00 am  -  4:10 pm

7:45 am  -  3:55 pm


8:00 am  -  2:00 pm
Wednesday,  February 19, 2020    

Thursday,  February 20, 2020    

Friday,  February 21, 2020    

Saturday,  February 22, 2020    

Software Session                                             
Sunday,  February 23, 2020    
*Note: Breakfast and registration will start 30 minutes prior to each session each day