DC Plan Administration and Compliance
Plan Administration:
  • Census processing and determining eligibility
  • Contribution Calculation
  • Participant Vesting Calculation
  • Enrollment
  • 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