Check Out the Streamlined Compliance Testing Landing Page

All your compliance testing is now on one page. Simply go to your plan website and click Plan > Compliance to access the compliance package, census alert report, and interim testing package.

The compliance package section enables you to review an active test package or view authorized packages. If you're looking ahead to your plan year end, you can run a census alert report to help identify errors in your census data or generate an interim testing package. Run an on-demand interim package to estimate test results from the beginning of the plan year through the business day before the package was generated. Newly available for safe harbor plans, the interim package has also been updated with an easier-to-read format, plus supportive text and a glossary to help you understand your estimated results and recommended next steps.