Compliance Testing & Govermental Filings

The experts at Compext are qualified to provide compliance testing services as well as prepare the required governmental filings on behalf of our clients. Our compliance testing services include discrimination compliance testing, limits testing, minimum coverage testing and top-heavy status reviews. Pension plan sponsors must also submit governmental filings. Our filing services typically include the preparation of participant summary annual reports as required by the Department of Labor and Form 5500, required by the IRS.

Compext also offers supporting services in the event of a pension plan audit by the IRS, DOL or other Federal agency.