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9:52
Learn how to avoid an NDT rework by submitting accurate data.
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
Because of the complexity of nondiscrimination testing and the administrative burden to a plan sponsor, some organizations are opting to set up new plans and/or amend their current plan document to include safe harbor provisions.
6:58
All qualified retirement plans must comply with the Internal Revenue Code’s nondiscrimination requirements. Compliance is demonstrated through a process called ‘nondiscrimination testing’ or NDT.
7:00
Understand the difference in testing methods, Prior Year versus Current Year.
6:16
Helping plan sponsors understand the testing impacts of after-tax contributions prior to adding the contribution option for participants to the plan.
5:49
A Top Heavy test is one of the required nondiscrimination tests performed annually on qualified retirement plans. The test is conducted to ensure a plan is not favoring certain owners and officers who participate in the plan.
4:23
For Plan Sponsor Use Only
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