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Learn how to avoid an NDT rework by submitting accurate data.
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.
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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.
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Helping plan sponsors understand the testing impacts of after-tax contributions prior to adding the contribution option for participants to the plan.
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Understand the difference in testing methods, Prior Year versus Current Year.
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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.
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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.
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For Plan Sponsor Use Only
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