Annual New Comparability Review
What changed
Update compensation, employment, ownership, entities and contribution goals.
In development / Annual New Comparability Review
Last year’s answer is not this year’s analysis.
What belongs in a refreshed plan-design review?
Planned capability
What the work should cover.
Annual review is part of the planned workflow. No renewal or testing subscriptions are currently sold.
Annual New Comparability Review
What still fits
Check the governing provisions and whether the existing design still serves the objective.
Annual New Comparability Review
What must be validated
Complete the current-year scope before treating any prior allocation as a funding instruction.
Learn the framework today.
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Guide
Cross-testing.
How allocations are considered on a benefits basis.
Learn how New Comparability cross-testing worksGuide
The gateway.
A starting condition, not the full nondiscrimination answer.
Understand the gatewayFree tool
The economics.
Explore contribution headroom and employee-cost tradeoffs.
Open the New Comparability calculatorBetter questions today. Better tools next.
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