Annual Compliance Testing and Government Reporting

Our knowledgeable and experienced team members will help to keep your retirement plan in compliance with federal laws and regulations and, should a violation occur, provide you with methods of correcting the issue. These include:

  • Nondiscrimination Testing
  • Contribution deductibility calculations (§404)
  • Coverage testing (§410(b))
  • Preparation of Form 5500 and related schedules
  • Preparation of plan amendments and corporate resolutions
  • Preparation of Summary Annual Report for participants
  • Annual additions testing (§415)
  • Top heavy testing (§416)
  • 408(b)(2) & 404(A)(5)
  • ADP/ACP testing.
  • Preparation of 401(k) Safe Harbor annual notices
    (Defined Contribution)
  • Annual FASB Valuation
    (Defined Benefit)
  • Preparation of appropriate
    PBGC form (Defined Benefit)

Need a Proposal?

Before leaping into the unknown, we recommend a thorough examination of your plan. Because we are experts in the field, we know the marketplace and know what your existing vendor is capable of offering.  Through this examination, we can help you optimize the service you receive.

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