Send 2023 Compliance Reporting Data Now – NRECA Employee Benefits Weekly

Tomorrow is the deadline to submit your cooperative’s 2023 compliance questionnaire and W-2 data for use in performing nondiscrimination testing on the 401(k) Pension and Retirement Security Plans.

The resources you’ll need are posted on the Employee Benefits website:

W-2 Salary Data & Retirement Compliance Questionnaire page of the BA Guide
Retirement Compliance Questionnaire
Compliance Resource Guide
File Formats for Contributions and Salary Information (follow this to format your W-2 salary data for import), and
Recorded Compliance Annual Reporting webinar

Return pages 1 to 13 of your questionnaire using the secure Message Center. Retain a full copy in your files for reference.

For help with completing your questionnaire or W-2 salary submission, including co-op specific questions about what data to report, contact the benefits compliance team at 866.673.2299, option 7, or pension.compliance@nreca.coop.