Advisers can assist plan sponsors wrestling with how to pass IRS testing for qualified employer-sponsored retirement plans by explaining the trade-offs involved between the costs of safe harbor ...
Even though nondiscrimination testing is likely performed by a plan’s recordkeeper or third-party administrator, plan sponsors need to understand the basics of the tests, including the types of ...
Editor’s Note: The SECURE Act made changes that make it easier for certain sponsors of closed defined benefit plans to satisfy their nondiscrimination testing requirements. 1 See Q 3860 for details.
Editor’s Note: The SECURE Act made changes that make it easier for certain sponsors of closed defined benefit plans to satisfy their nondiscrimination testing requirements. 1 See below for details.
Moving your 401(k) plan between providers can seem daunting, but let's break down the services you might be switching, and how you can prepare for the transition of each one. Let's start with ...
Highly compensated employees (HCEs) own at least 5% of the company where they work or who pass a compensation test. If your employer's 401(k) fails the nondiscrimination test, excess contributions ...
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