Topic Archive: Compliance Testing

Do 401(k) Testing Requirement Apply to Owner-Only Plans?

DWC | 11/14/17

Facts

I and my three business partners each own 25% of our company. We do not have any employees other than the four of us. We would like to set up a retirement plan, but we know there are nondiscrimination tests that limit how much owners can benefit based on how much the employees receive.

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