Resources

Required Annual Tests - 2024

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

Deadlines to Correct for Failed ADP and ACP Testing

What happens if the Plan does not distribute corrective distributions for failed ADP or ACP tests by the 2 ½ month deadline? Learn More >

Administering a Top Heavy Plan

Top heavy testing is performed each year to determine if the Key employees own a significant portion of the total plan assets. Learn More >

Understanding ADP and ACP Testing

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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