When can we expect Compliance testing results?

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

For Traditional plans, you can expect to receive your company’s 2022 testing results and 2022 employer contribution calculations no later than March 10th, 2023. 

Safe Harbor plans do not require Compliance testing. You can expect to receive your company’s 2022 employer contribution calculations allocation no later than May 31st, 2023. 

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.