ServicesDC Plan Administration and Compliance
We are well trained and equipped to provide all services revolving around DC Plan Administration:
Plan Administration:
  • Enrolment
  • Census processing and Eligibility determination.
  • Participant Vesting Calculation.
  • Contribution Calculation.
  • Trust Accounting.
  • Earnings Allocation.
  • Distribution and Loan Processing.
  • Forfeiture Adjustments.
  • Prepare customized participant statements.
Plan Testing and Reporting:
  • Contribution deductibility calculations.
  • Annual additions testing.
  • Top heavy testing.
  • Coverage testing.
  • ADP/ACP testing.
Annual Return Preparation:
  • Preparation of Form 5500SF/5500EZ/5500 and related schedules.
  • Preparation of SAR for participants.
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