758 W Fulton | Grand Rapids, MI 49504 | 616.774.9290 | 800.973.401k

Compliance Testing

Continuity on your service team is essential to superior client service. Accordingly, each plan is assigned a dedicated administrator who understands the distinct nuances of your company's retirement program.

Our administrative staff provides recordkeeping and reporting services to plan sponsors and trustees. They stay current with compliance regulations and changing government regulations for your company's retirement plan.

Our comprehensive testing includes:

  • ADP/ACP Testing
  • Preparation of Non-discrimination Tests
  • Top-Heavy Testing
  • Review Deductibility Limit
  • Review Section 415 Limits