Pension Consultants, Co., Inc.
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Services Services
Pension Consultants, Co., Inc.

- Services

401(K) Plan, Annual Administrative Services

  • Collect Annual Employee Census
  • Determine Eligibility
  • Enrollment Forms For New Participants
  • Determine Participant Vesting Percentage
  • 401(k) Annual Non-Discrimination Test
  • 401(m) Annual Non-Discrimination Test
  • Calculate Excess Contribution & Excess Deferral Refunds
  • Calculate Minimum Distribution Requirements
  • IRC Sec. 415 Individual Contributions Limit Test
  • IRC Sec. 416 Top Heavy Test
  • IRC Sec. 410 Coverage Test
  • IRC Sec. 404 Deductibility Limits
  • Complete Tax Form 5500 and Schedules
  • Summary Annual Report For Participants
  • Distribution Paperwork for Terminees
  • 1099-R Form For Terminees (unless prepared by Investment Company)
  • Monitor For Compliance With Tax Law Changes

Additional Resources



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