The Retirement Plan Services group has the knowledge and expertise to help make your retirement plan comply with federal laws and regulations. Should violations occur, they can also provide you with appropriate methods of correction.

Specifically, our team focuses on:

• ADP/ACP testing
• Annual additions testing
• Top heavy testing
• Maximum deductible employer contribution testing
• Minimum coverage and participation testing.

In addition, our team can assist your company in developing and preparing the following reports:

• Form 5500 and related schedules
• Form 5558 extension for form 5500
• Summary Annual Report (SAR)
• Tax reporting forms 1099R, 1096, and 945 (as needed)

If our team can assist you with your plan’s regulation compliance, please feel free to contact:

Cyndi Mergele, SPHR, PI
Manager, Retirement Plan Services Group
cyndi.mergele@padgett-cpa.com
Phone: (210) 828-6281
Toll Free: (800) 879-4966