Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Participant Services Representative

BPAS
(Utica NY / Hybrid)

BPAS logo

Senior Distributions Analyst

PCS Retirement
(Remote)

PCS Retirement logo

Retirement Plan Administrator

RetirementPlans.com, LLC
(Remote / Addison TX)

RetirementPlans.com, LLC logo

Team Leader

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Participant Services Representative I - Health & Welfare

BPAS
(Spokane WA / Hybrid)

BPAS logo

Benefits Analyst

Hydro
(Des Plaines IL / Hybrid)

Hydro logo

Employee Benefits Attorney

Reid & Riege PC
(Hartford CT / Hybrid)

Reid & Riege PC logo

CDHP Consultant

BPAS
(Remote / Houston TX / NY / WA / Hybrid)

BPAS logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

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 >>

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title).
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above).