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Compliance Testing

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
  • Document compliance

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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (770) 410-4088