March 15^th is the processing deadline for failed 401k ADP/ACP test corrective distributions without the 10% excise tax. Note: Special deadline may apply to plans satisfying EACA requirements.

 Now is the time to review the annual compliance results with your clients and discuss education or alternative plan design options for those requiring refunds or barely passing the discrimination tests.

For more information, please contact Jason Kell at sjkell@gva401k.com.