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Match True-Up Calculations
Plans may need a match true-up calculation when the plan document specifies the match will be determined on an annualized basis, but the plan sponsor calculates and deposits the match more frequently, such as each pay period, monthly, or quarterly.
4:34
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Benefits, Rights & Features Testing
The Benefits Rights & Features testing is done to determine if each benefit, right, and feature of the plan is available to employees on a nondiscriminatory basis.
4:07
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Minimum Coverage Testing
Minimum Coverage Testing is one of the nondiscrimination tests plans generally must undergo each year to stay in compliance.
5:24
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The Different Types of Compensation
Plan sponsors will learn and understand the different types of compensation so they know what data to provide on their plan’s annual nondiscrimination testing participant data file.
7:13
