|2015 Non-Discrimination Testing Symposium
and Cash Balance Plans
Larry Deutsch Enterprises and
Penguin Consulting & Design, Ltd.
Non-Discrimination Testing Seminar
February 18th, 2015
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
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.
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
Tentatively, this will cover Funding Relief and Cash Balance Plan regulations including various guidance
that has been issued.
Larry Deutsch & Kevin Donovan
both recognized and respected speakers in the area of qualified pension plans.
We will release any unreserved rooms from our room block on
January 28, 2014.
Manchester Grand Hyatt San Diego by going to our
Symposium Attendee web page at:
Or by calling them directly at
Make sure to tell them you are with the
Larry Deutsch Enterprises group to get our group rate of $219.
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
Hotel Accommodations and Reservations
The Symposium will be held at the
Manchester Grand Hyatt San Diego
1 Market Place
San Diego, CA 92101