Compliance Testing: What Every Plan Sponsor Should Know

About the Event

Webinar

The annual compliance tests that your 401(k), 403(b), or pension plan must satisfy helps your organization show that the qualified plans are nondiscriminatory. The satisfaction of these compliance requirements starts with selecting the appropriate plan design for your employees and then evaluating the results of each nondiscrimination test needed annually or tri-annually. Anything less will result in unexpected outcomes, such as refunds to your executives and/or unnecessary out-of-pocket costs. This webinar will discuss how you can better evaluate your plan design to ensure you are maximizing outcomes for your employees and your organization.