Скачать или смотреть Ask an Actuary | Family Attribution Rules for Non-Discrimination Testing

Family Attribution & Non-Discrimination Testing: What you need to know!
In this episode of Ask an Actuary, Stephanie Irvin sits down with Andrew Taggart, a consulting actuary at Odyssey Advisors, to break down family attribution rules in the context of non-discrimination testing.

Andrew explains how ownership and compensation status can extend to family members - sometimes unexpectedly - and why this matters for retirement plan compliance. They discuss common scenarios where family attribution catches business owners off guard, like hiring a child for a summer.

Understanding these rules can help businesses avoid compliance pitfalls and plan smarter for their employees.

Got questions or suggestions for future episodes? Drop them in the comments below!