Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >
What happens if the Plan does not distribute corrective distributions for failed ADP or ACP tests by the 2 ½ month deadline? Learn More >
Top heavy testing is performed each year to determine if the Key employees own a significant portion of the total plan assets. Learn More >
ADP and ACP testing can be very complex. This article provides a high level overview of the important elements of the testing. Learn More >
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Plan Administrators need to know how to read and understand key questions on the annual Form 5500.
After weighing all the advantages and disadvantages, and further discussing it with their advisors, many employers decide not to allow loans for several reasons.