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BLG PLLC
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ASC Actuarial Systems Corporation
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Senior Account Manager

Daybright Financial
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Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Woodbury NY)

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Relationship Manager - Defined Contributions

Daybright Financial
(Remote)

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Nondiscrimination Testing Considerations for Retirement Plan Lump-Sum Windows
Milliman Link to more items from this source
Mar. 13, 2026

"To avoid unintentionally favoring current or former highly compensated employees (HCEs), plan sponsors must navigate the nondiscrimination rules with care so the plan does not risk disqualification. A lump-sum window could be considered discriminatory if specific provisions in the design or operation disproportionately favor HCEs."  MORE >>

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