Plan Administration and Compliance

Compliance is King!

While the design of the plan is critical, the execution of the plan is just as important. Does your plan pass all of the requisite non-discrimination and annual testing it must pass in order to remain compliant?  CBC will review and perform all annual compliance tests and track reporting and disclosure deadlines to ensure that you plan is fully compliant with the laws and regulations governing retirement plans.

Keeping a retirement plan compliant with the almost too numerous rules is a daunting task. Fortunately, we have the systems and experience to execute these tasks for you. We provide:

  • IRS-approved documents and required forms at plan setup
  • Online plan establishment personally guided by plan setup specialist
  • Required ADP/ACP and compliance testing
  • IRS forms 1099 and 5500 preparation