Retirement Plan & 401(k) Compliance
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Providing accurate information regarding your business’s retirement plan is not only important for internal documentation but, more importantly, for government reporting and compliance. Ensuring that a plan is compliant ensures that your company won’t face any left-field penalties or fines from the IRS or Department of Labor. PlanPerfect keeps a close eye on tax laws and regulations to ensure your retirement plan is in compliance so you can focus on your business. The result of this attention to detail? Peace of mind.

Retirement Plan & 401(k) Compliance Testing

Business owners and their consultants frequently call us to answer 401(k) retirement plan and pension compliance questions. No matter how complex the formula or testing issue, we are well prepared to run compliance tests for your company’s retirement plan AND provide solutions that are compliant to meet your business goals. Examples of the types of testing we run at PlanPerfect include:

  • Contribution calculations
  • Annual addition testing
  • Top heavy analysis
  • Non-discrimination testing
  • Plan valuations
  • ADP/ACP testing (applicable to 401(k) plans).
  • Preparation of IRS Form 5500 and related schedules
  • Preparation of Summary Annual Report for participants
  • Preparation of appropriate PBGC form (for defined benefit plans only).

401(k) Third Party Administrator: PlanPerfect

PlanPerfect is your go-to for plan compliance. Check out our full suite of services like retirement plan design, plan administration, and plan recordkeeping and contact us today to partner with a leading third party administrator!