Nondiscrimination & Compliance Testing DP/ACP, Top Heavy, Coverage)

Each year, we conduct the necessary testing to make sure your 401(k) plan meets IRS nondiscrimination rules. Our proactive approach helps prevent failed tests and provides solutions when issues arise—before they become costly.

We offer recommendations on options to improve testing and overall plan design if necessary. Our goal is not only complete all testing, but to make sure you understand the how and why of the testing.

Should any plan corrections be necessary, we will work to fix and complete the corrections for you.