Compliance Testing

Because your plan uses the Eligibility Determination service, follow these steps (in order) to complete the Annual Data Collection process:

1. Make all changes to Employee Data.
2. Report hours for employees who haven't already met eligibility requirements.
3. Submit Annual Defined Benefit Data

Review Top-Heavy Results

• Pending Results
  • Pending Top-heavy determinations
• Historical Results
  • Historical Top-heavy determinations

View Annual Defined Benefit Data Submissions for Previous Plan Years

• Data Submitted for 01/01/2020 - 12/31/2020

Plan and Benefit Restrictions

• PPA Benefit Limitations