Compliance Services
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Performance Of Required Non-Discrimination And Compliance Tests
and Analysis, Including:
- Identification of Highly Compensated Employees - IRC §414
- Identification of Key Employees - IRC §416
- Coverage Requirements
- Minimum Coverage Test - IRC §410(b)
- Minimum Participation Test - IRC §401(a)(26)
- Contribution Limits
- Employer Deduction Limitation - IRC §404
- Minimum Funding Standards - IRC §412
- Permitted Disparity Limitation - IRC §401(l)
- Employee Benefit Limitation - IRC §415(b)
- Employee Contribution Limitation - IRC §415(c)
- Employee Combined Plan Limitation - IRC §415(e)
- Top-Heavy Test - IRC §416
- 401(k) Testing
- Elective Deferral Limitation - IRC §402(g)
- Actual Deferral Percentage Test - IRC §401(k)
- Actual Contribution Percentage Test - IRC §401(m)
- Multiple Use Test - IRC §401(m)
- General Non-Discrimination and Compliance Testing
- General Nondiscrimination - IRC §401(a)(4)
- Fiduciary Liability - ERISA §404(c)
- Protected Benefits - IRC §411(d)(6)
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