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When can we expect Compliance testing results?

Published | Updated

The availability of your testing results will vary depending on your plan type.

Traditional plans can expect to receive your company’s 2023 testing results and employer contribution calculations no later than March 12, 2024. If you have to approve corrective actions, the deadline to do so is March 15.  

Safe Harbor plans can expect to receive your company’s 2023 testing results and employer contribution calculations allocation no later than May 31, 2024. 

If your plan offers or requires an employer contribution and you would like to apply your employer contribution by a specific tax deadline, please let us know at least 45 days in advance of that deadline and we will do all that we can to accommodate. However, it is possible that you may need to extend your tax filing if the contribution cannot be completed by your original tax deadline.