Keystone Benefits Group, Inc. 

CONNECT

Address:

314 Old Route 30
Greensburg, PA 15601

Phone:

724-838-8900

Fax/Other:

724-838-0834

Our Compliance Services - Retirement Plans

Annual Compliance Testing and Government Reporting

Our professional staff has the knowledge and experience 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:


  • Controlled/Affiliated Service Group analysis.
  • 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.
  • Plan documents, Amendments and IRS submissions.
  • Self Correction Programs (EPCRS)
  • Correction of Plan failures under EPCRS
  • Submissions under EPCRS program



 


 


 

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Check the background of this financial professional on FINRA's BrokerCheck