Symposium  Registration  Fees
Room Rate is $299 per night.
(plus taxes and fees)

 Room availability is limited,
so please make your reservations early.

If you call the hotel directly, to get the group
rate make sure you indicate you are with a
group, and the group is the Larry Deutsch
Enterprises Symposium
The discussion will be lead by:    
 Larry Deutsch, Kevin Donovan and James Holland
 recognized and respected speakers in the area of qualified plans.
 
First Day or Last
Day Only
Symposium -
Second & Third
Day
First Three or Last
Three Days
All Four Days
LDE Software Clients
$365
$750
$1,005
$1,260
Early Registration
 (Post marked before 2/1/2023)
$445
$910
$1,245
$1,580
Late Registration
 (Post marked after 2/1/2023)
$520
$1,060
$1,470
$1,880
To book Hotel Reservations,
click the link below
 Click Here
For Online Symposium Registration,
 click this LINK

 Then MAIL a check for the registration fee to:

 Larry Deutsch Enterprises
 3266 Sol Vista
Fallbrook, CA 92028
DAY ONE :   introduction/refresher. This will cover the basic 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 :   optimizing application of rules to optimize testing and plan design. This 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), 415 and 401(a)(26). Plan designs will include cash balance plans, DC only plans and DB/DC plans, and will be presented with examples supported by spreadsheets illustrating the calculations. Based on prior years, this part of the symposium should qualify for 16 hours of Continuing Education credit.

DAY FOUR:   special topics. This will include an in-depth deep dive into 415 rules, including the issues regarding multiple payments on the 415 100% of pay and 415 dollar limit, as well as other timely topics. In additions this session will include a section qualifying for ethics credits. Based upon past years this session should qualify for 8 hours of Continuing Education credit, 2 of which would be ethics credits.

DAY FIVE :   software session. This complimentary session is for users of Penguin software, and will include presentation of recent program changes, centered on the newly developed training Wizard, as well as covering underused features and questions and answers.
Please register early, space is limited.
2023 Non-Discrimination Testing Symposium
Larry Deutsch Enterprises
Larry Deutsch's Penguin Consulting and Design
3266 Sol Vista, Fallbrook, CA 92028
(760) 731-2859

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

 2023 Non-Discrimination Testing
Seminar and Symposium
 February 22nd – 25th, 2023
 (with special software session on February 26th)

 At
 Pasea Hotel & Spa - Meritage Collection

TENTATIVE 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
Seminar
Wednesday ,  February 22, 2023    

 Symposium
Thursday ,  February 23, 2023     

Friday ,  February 24, 2023     

Special Topics
Saturday ,  February 25, 2023    

Software Session
Sunday ,  February 26, 2023     
*Note: Breakfast and registration will start 30 minutes prior to each session each day

The 2023 Symposium will be held at the

 Pasea Hotel & Spa - Meritage Collection

21080 Pacific Coast Hwy
 Huntington Beach, CA 92648

Please Register early, space is limited.