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Retirement Planning
Chapter 5: Profit-Sharing Plans/NONDISCRIMINATION TESTING
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Chapter Study Session

Chapter 5: Profit-Sharing Plans

NONDISCRIMINATION TESTING

01.Core Concepts

• In addition to the coverage tests for qualified plans, CODAs have two additional nondiscrimination tests • Actual Deferral Percentage Test (ADP Test) • Actual Contribution Percentage Test (ACP Test) • Three options for the employer: 1. Perform tests and take corrective action if fail, or 2. Adopt a standard safe harbor plan, or 3. Adopt a qualified automatic enrollment feature safe harbor