Focus: Year-End Compliance Testing Overview
- Employee Census Data Collection
- Owners and Officers
- Highly Compensated Employees (HCEs)
- Key Employees
- Related Businesses
- Required Plan Compliance Testing
- Minimum Coverage Test
- ADP Test and ACP Test
- Top Heavy Test
- Annual Additions Test
- IRS and Social Security Annual Limits
By Robbie Petrillo
Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.