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Nonqualified Deferred Compensation Plans
New Comparability (Cross-Tested)
More Ways to Optimize Contributions
TPA Services for Plans with SDBA
TPA Services with Any Recordkeeper
Upload Your Census Information
5500 Electronic Filing (EFAST2)
Remote Screen Connection for Support
Financial Wellness Support for Your Employees
by Marketing | Feb 6, 2019 | News and Articles
Qualified plans must perform annual testing to be sure that the plan doesn’t unfairly discriminate in favor of “highly compensated employees” (HCEs) or exceed the contribution limits set forth by the IRS. Depending on your plan provisions, it isn’t just...