Apr 14, 20153 minTop Heavy Testing for Defined Contribution PlansQualified retirement plans are required to run compliance tests each year. This includes, but is not limited to, Top Heavy testing....
Apr 1, 20153 min14 Years of Failed 401(k) Testing…This is no April Fool’s JokeWe once took over a retirement plan from another Third Party Administrator. The business sponsoring the plan was a small family owned...
Feb 19, 20152 minUnderstanding Highly Compensated EmployeesHighly Compensated Employees (HCEs) must be identified every plan year in order to perform the required non-discrimination testing....