Lisa.Q

See their release on June 9, 2021. Announcement as well as video tutorial: DC Compliance Enhancement - Non-Elective Allocation by Division

Yet neither participant noticed there were no deferrals being withheld *for the entire year* 🤯

exactly. not like we're talking 5% to 9%. 5% to 90% is quite the leap.

ARA hard at work! IRS DOL Coronavirus 3-16-20.pdf

We used Relius many years ago (Quantech?!) but from what i recall was very expensive. Maybe we should investigate both Relius and Datair again. Thanks to everyone for these replies!

Currently using TSM which will no longer be supported after this year. (using FtWm for documents/5500) Considering Schwab SRT and ASC. Thoughts on the two? anyone who has used both? Recommendations for other software? Thanks!