Nondiscrimination Testing

In order to realize the tax benefits of a qualified plan, the Internal Revenue Service (IRS) requires plans to provide substantive benefits to rank-and-file employees, not just owners, managers, or other highly compensated employees.

This training covers the types of testing required to show that your plan is nondiscriminatory. The specifics of which depend on a multitude of factors including plan type and employee demographics.

To download a copy of this L3 training material, please fill out the form.