Compliance may seem like a dry subject, until you are faced with violations carrying heavy civil or criminal penalties. Just because your plan is compliant today does not mean it will be next year. At Planmark, we take compliance testing seriously and stay one step ahead of changing IRS and DOL rules.
Employer Deductibility Test
Top Heavy Test
Maximum Limits for Qualified Plans Test
Minimum Coverage Requirements Rules
Maximum Elective Deferral Amounts Test
Actual Deferral Percentage / Actual Contribution Percentage Test
With so many regulation and rule changes, our goal at Planmark is to give you the tools and knowledge you need to effortlessly remain in governmental good graces.