Benefit Insights | Winter 2024 | Rea & Associates

Benefit Insights | Winter 2024


Benefit Insights Newsletter | Winter 2024


What’s Inside This Edition Of Benefit Insights?


Plans must be tested each year to ensure that they are compliant with the laws governing retirement plans. To understand the testing performed for your plan, it may be helpful to review some of the terms that are commonly used. First, let’s examine how your plan’s noteworthy individuals are identified. Keep reading to learn more.