Nondiscrimination Testing

The Internal Revenue Service asks sponsors of retirement plans to comply with coverage and nondiscrimination testing to keep their plan’s tax-qualified status. Coverage and nondiscrimination tests are designed to ensure that retirement plans do not favor highly compensated and key employees in design and operation. For small businesses, complying with and passing the complex coverage and nondiscrimination testing rules is quite a task and may be very costly, especially if your plan frequently fails testing.

ORBA’s Employee Benefit Plans Group provides assistance and guidance in performing coverage and nondiscrimination tests based on our interpretation and understanding of these requirements. We can help you by preparing your tests along with suggestions on pass testing results that may ultimately save you money. With ORBA’s professional expertise, we will spotlight opportunities for improvement and help relieve you of the administrative burden of complying with these tests.

Employee Benefit Plans ServicesNondiscrimination Testing

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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