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Gain a better understanding of key topics to keep top of mind during a merger or acquisition.
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.
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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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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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For Plan Sponsor Use Only
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