Annual Compliance Testing
and Government Reporting


It’s not enough to have a good plan in place. Compliance is critical. Our team of professionals is adept at ensuring your plan operates smoothly and efficiently while meeting all federal requirements
and deadlines.

Our support includes:

Calculating contribution deductibility (§404)

Preparing IRS Form 5500 and all related schedules

Annual additions testing (§415)

Preparing participant benefit statements

Top-heavy testing (§416)

Preparing the appropriate PBGC form for Defined Benefit plans

ADP/ACP testing for 401(k) plans

We’re expert at getting the details right – everyday. Let’s talk about the ways we can help ensure your plan is effective and compliant.

It’s not enough to get it right. It has to be right for you.