Blog
October 6, 2026
Year-End Data Starts With Accurate Records…And It Needs to Start Now!
Year-end retirement plan administration may still feel like a long way away, but the information employers will need for annual testing and reporting is being created right now.
Ever-changing regulations regarding new hires, rehires, ownership, compensation, and employment status can all affect retirement plan administration. When these records are incomplete or inconsistent, year-end testing and reporting can become even more complicated.
The month of October is an ideal time for employers to confirm their internal records are current, and that any changes affecting the retirement plan have been communicated to the appropriate service providers.
Benefit Equity, a Strongpoint Partner, supports employers with ongoing, retirement plan administration, compliance requirements and the operational details that help keep retirement plans running consistently.
Call 714-480-1364 to discuss your plan’s administrative needs.
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