Compliance Testing & Reporting

Government regulation of retirement plans is the balancing offset to the many tax benefits afforded plan sponsors and their employees. Pension Works provides experienced assistance in all areas of required compliance including;
  • Contribution deductibility calculations (§404);
  • Annual additions testing (§415);
  • Top heavy testing (§416);
  • Coverage testing (§410(b));
  • Compensation testing (§414(s));
  • Nondiscrimination testing (§401(a)(4));
  • ADP/ACP testing ( § 401(k) and § 401(m));
  • Coverage testing for Defined Benefit plans ( § 401(a)(26));
  • Non-Allocation Year Testing for ESOP’s ( § 409(p));
  • Preparation of Summary Annual Report for participants;
  • Preparation of appropriate PBGC form (for defined benefit plans only);
  • Preparation of appropriate EBSA forms;
  • Preparation of participant benefits statements.
 

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