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Annual Compliance Testing and Government Reporting

Keeping Your Retirement Plan in Compliance

Our professional staff has the knowledge and expertise to help keep your retirement plan in compliance with federal laws and regulations and, should violations occur, provide you with methods of correction. We provide the following services, if applicable:

  • Contribution deductibility calculations (§404).
  • Annual additions testing (§415).
  • Top heavy testing (§416).
  • Coverage testing (§410(b)).
  • ADP/ACP testing (applicable to 401(k) plans).
  • Preparation of IRS Form 5500 and related schedules.
  • Preparation of Summary Annual Report for participants.
  • Preparation of appropriate PBGC form (for defined benefit plans only).

Contact us to learn more about how Integrated Pension Services can craft the best plan to suit your needs.

Other Services include
Plan Design and Implementation
Defined Contribution Plan Record Keeping and Administration
Defined Benefit Plan Actuarial Services and Administration
Consulting Services
Looking for a Specific Plan Type?

Begin your journey with Integrated Pension Services. We have a wide array of plans which you can discuss with one of our professional staff members.

Our Vision & Mission

Integrated Pension Services is dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security. Succinctly stated, our goal at IPS is to make every retirement plan we touch better.

Our Greatest Resource

Our greatest resource is our team of experienced professionals. Our clients are served by employees who have professional qualifications and whose backgrounds include many of experience in the pension and retirement field.

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Companies we provide service to
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Years Of Experience