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 (§401(a)(4)).
  • Contribution deductibility calculations (§404).
  • Annual additions testing (§415).
  • Top heavy testing (§416).
  • Coverage testing (§410(b)).</li>
  • 408(b)(2).
  • 404(a)(5).
  • ADP/ACP testing.
  • Preparation of Form 5500 and related schedules.
  • Preparation of 401(k) Safe Harbor annual notices (Defined Contribution).
  • Preparation of plan amendments and corporate resolutions.
  • Annual ERISA Valuation report, which includes (Defined Benefit):  
    • Range of allowable deductible contribution
    • Projected benefits for plan participants
    • Vested accrued benefits for plan participants
    • Summary of Insurance
  • Annual FASB Valuation (Defined Benefit)
  • Preparation of Summary Annual Report for participants.
  • Preparation of appropriate PBGC form (for defined benefit plans).

Call us now!  1-800-524-4015