Larry Deutsch Enterprises
Larry Deutsch's Penguin Consulting and Design
3266 Sol Vista
Fallbrook, CA
92028

(800) 477-0374
2015 Non-Discrimination Testing Symposium
and Cash Balance Plans

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

Non-Discrimination Testing Seminar
February 18th, 2015

2014 Non-Discrimination
Testing Symposium
and Cash Balance Plans
February 19th - 21st, 2015


Huntington Beach Hilton

    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 AND 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).  Based on prior years, this part of the
    symposium should qualify for 16 hours of Continuing Education credit.

    DAY FOUR This will tentatively cover Funding Relief and rules for Cash Balance Plans under PPA. Based on prior
    years, this part of the symposium should qualify for 8 hours of Continuing Education credit.

    The discussion will be lead by:  Larry Deutsch – Kevin Donovan

Please register early, space is limited.                                                            

For Hotel Registration, click this link         

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, California 92028  
                                                           

    Introduction to Non-Discrimination Testing
    Day One - February 19, 2014

    This one day session is intended for those who wish to learn more about non-discrimination testing basics.
    It will cover the various rules and calculations, with examples and worksheets.  It will be assumed that those
    attending the second and third day will be familiar with the information presented on this first day.  This
    first day session will be useful for both those who are just starting to work with non-discrimination testing,
    and those who wish to brush up on the rules.
    The 2014 Non-Discrimination Testing Symposium
    Days Two & Three - February 20 & 21, 2014

    This widely acclaimed symposium will continue its tradition of the thorough examination of the regulations,
    and cutting edge ideas.  The symposium is intended for those consultants who have some familiarity with
    testing and/or designing of qualified plans.

    The format is to present a series of concepts, most including a case study, followed by a discussion of
    each concept.
    Day Four - February 22, 2014

    Tentatively, this will cover Funding Relief and Cash Balance Plan regulations including various guidance
    that has been issued.
Lead by:    
Larry Deutsch  &  Kevin Donovan
both recognized and respected speakers in the area of qualified pension plans.

Room availability is limited, so make your reservations early.  
We will release any unreserved rooms from our room block on
January 28, 2014.

Reservations should be made directly with
Manchester Grand Hyatt San Diego by going to our
Symposium Attendee web page at:
https://resweb.passkey.com/Resweb.do?
mode=welcome_ei_new&eventID=10808985
Or by calling them directly at
(619) 358-6705
Make sure to tell them you are with the
Larry Deutsch Enterprises group to get our group rate of $219.
      
    SCHEDULE

    Wednesday February 19, 2014        8:30am - 4:40pm

    Thursday February 20, 2014            8:30am - 4:40pm & Dinner at 6:30pm

    Friday February 21, 2014                8:00am - 4:10pm

    Saturday February 22, 2014             7:45am - 3:55pm

    *Note: Breakfast and registration will start 30 minutes prior to each session each day
 
First Day or Last
Day Only
Symposium -
Second & Third
Day
First Three or Last
Three Days
All Four Days
LDE Software Clients
$320
$630
$850
$1,070
Early Registration
(Post marked before 1/24/2014)
$390
$770
$1,060
$1,350
Late Registration
(Post marked after 1/25/2014)
$470
$890
$1,240
$1,590

Hotel Accommodations and Reservations
The Symposium will be held at the

Manchester Grand Hyatt San Diego
1 Market Place
San Diego, CA 92101