Symposium Registration Fees |
| Room Rate is $209 per night. Room availability is limited, so please make your reservations early. Group rate ends on January 14th, 2022. Reservations should be made directly with The La Jolla Shores Hotel by clicking HERE or call (866) 976 - 6659 * For our group rate of $209 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. |
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| The discussion will be lead by: Larry Deutsch, Kevin Donovan and James Holland recognized and respected speakers in the area of qualified pension plans. |
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| To book Hotel Reservations Click Here or call The La Jolla Shores Hotel directly at (866) 976 - 6659 & 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
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.
crediting rates in a cash balance plan, use of equity rates of return, as well as optimizing primarily DB in nature
designs for a DB/DC combination of plans. In addition this will cover various changes due to recent legislation
including the SECURE Act, CARES Act, and ARPA. 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. In addition, this will cover multiple recent
enhancements including the implementation of automated procedures (wizards).
* There will be no charge for LDE software clients, but please let us know you are coming, so we can provide your brunch.
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
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.
crediting rates in a cash balance plan, use of equity rates of return, as well as optimizing primarily DB in nature
designs for a DB/DC combination of plans. In addition this will cover various changes due to recent legislation
including the SECURE Act, CARES Act, and ARPA. 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. In addition, this will cover multiple recent
enhancements including the implementation of automated procedures (wizards).
* There will be no charge for LDE software clients, but please let us know you are coming, so we can provide your brunch.
| Please register early, space is limited. |
2022 Non-Discrimination Testing Symposium
Larry Deutsch Enterprises
Larry Deutsch's Penguin Consulting and Design
3266 Sol Vista, Fallbrook, CA 92028
(800) 477-0374
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Larry Deutsch Enterprises & Penguin Consulting & Design, Ltd. Present: Non-Discrimination Testing Seminar February 2nd-5th, 2022 2022 Non-Discrimination Testing Symposium February 2 nd – 5 th, 2022 (with special software session on February 6th) |
The La Jolla Shores Hotel La Jolla, CA 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 2, 2022 Thursday, February 3, 2022 Sunday, February 6, 2022 |
| *Note: Breakfast and registration will start 30 minutes prior to each session each day |
The 2022 Symposium will be held at the The La Jolla Shores Hotel 8110 Camino Del Oro La Jolla, CA 92037 |