Annual Compliance Testing & Government Reporting
Our professional staff has the knowledge and expertise to keep your Retirement Plan in compliance with Federal Laws & Regulations and, should a violation occur, provide you with the proper methods of correction. We provide the following services, if applicable:
  • Contribution Deductibility Calculations (§404)
  • Annual Additions Testing (§415)
  • Top Heavy Testing (§416)
  • Coverage Testing (§410(b))
  • ADP/ACP Testing (applicable to 401(k) Plans)
  • Preparation of IRS Form 5500 and related Schedules
  • Preparation of Summary Annual Reports for Participants
  • Electronic submission of Form 5500 and Schedules to the IRS
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