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What Work is Done by your Retirement Plan Consultant During the Year-End Compliance Testing Season?
Part Two: Testing and Valuation This is a continuation of a previous post. If you have not read part one, which covers checking census data and balancing asset statements, you will want to do so before you continue reading. You can find Part One here . When all the data is in, everything matches, and it all balances as it should, the Consultant can begin testing. If the plan fails testing, the Consultant first checks that there are no coding errors that caused the plan to f

Michelle Marsh
Feb 3, 2020
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