Our Post Year-End Compliance Amendment provides support with certain nondiscrimination testing corrections that can be made retroactively. This includes addressing failures under IRC Section § 1.401(a)(4) or § 410(b) by utilizing the corrective amendment provisions outlined in Treasury Regulation § 1.401(a)(4)-11(g). Through this process, we help ensure that your plan sponsor’s plan remains compliant by allowing for corrective actions after the close of the plan year.
For details on using our Post Year-End Compliance Amendment, please refer to our FAQ (link below).
POST YEAR-END COMPLIANCE AMENDMENT FAQ
