Compliance Testing & Solutions
Outsource partner for Third Party Administrators to perform compliance testing mandated by IRS regulations for defined contribution plans. Will summarize and provide corrective measures necessary to pass the annual testing to prove that the plan does not discriminate in favor of highly compensated employees or exceed prescribed limitations.
Trust Accounting & Financial Statements
Well versed in trust reconciliations for retirement plans using accounting software to assist Third Party Administrators (TPAs) with the proper asset breakdown and classification of transaction used in valuations and Form 5500 Preparation. We also assist companies and auditors with preparing the financial statements included in the audit to accompany the Form 5500 filing.