401(k) Non-Discrimination Testing Deadlines & Census Best Practices

Ellen Alphonso | 02.27.26

This Ask an EBP Auditor video explains 401(k) non-discrimination testing, including ADP and ACP testing requirements, key compliance deadlines, and best practices for preparing employee census data for your third-party administrator.

Learn how accurate census reporting helps avoid IRS penalties, excise taxes, and plan disqualification, and what plan sponsors should do to stay compliant with retirement plan regulations.

Meet the author

Ellen Alphonso

Ellen Alphonso, CPA is a Senior Manager in the firm’s Audit and Assurance practice, bringing a decade of expertise in public accounting. Ellen specializes in employee benefit plan audits and financial statement audit and review services. She has a keen focus on the manufacturing and distribution industries, leveraging her deep understanding of the sector’s unique challenges and opportunities.

401(k) Non-Discrimination Testing Deadlines & Census Best Practices

Meet the author

Ellen Alphonso

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