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