Compliance Management

Compliance Testing

Your account representative provides complete compliance testing services to ensure the integrity of your plan. Our testing services include:

  • Top Heavy Testing
  • ADP & ACP Testing
  • Minimum Coverage Testing
  • General Nondiscrimination Testing

Tax Compliance

Our consultants deliver signature-ready tax returns to fulfill all plan-related tax filing requirements. Our services include the following:

  • Form 5500
  • Form 1099-R & Form 945
  • Form 5330 (when needed)
  • Form 5310 (for plan termination)

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