Auditing and
Tax Reporting
Y Retirement conducts regular internal audits and also reviews participating Ys to ensure they are meeting the terms of their agreements with us. Any participating Y may be selected for review. If your Y is chosen, we’ll provide advance notice along with clear instructions to guide you through the process.
What is Non-Discrimination Coverage Testing?
Each year, all participating Ys must comply with the coverage and non-discrimination testing required under the Internal Revenue Code. To meet this requirement, we require that your Y complete Non-Discrimination Coverage Testing (previously called Schedule T) every summer, for the Plan Year ending June 30.
How do I access the IRS Form W-2?
Please reach out to your payroll provider for W-2 reporting questions. For IRS Form W-2 Instructions, click here.
Additional Resources
Plan Administrators can find additional access to these helpful resources and more in the Learning Hub in YERDI.
