Reconciliation & Compliance

 

One of our key goals as we approach the end of every plan year is to make sure the data used for your plan’s financial statements and IRS Form 5500 is absolutely accurate. We achieve this through our data validation and transactional reconciliation.

The first step in this process, is to provide you with a thorough overview of our annual process. We invite you to view our Annual Reconciliation and Compliance Testing pages to learn how this process works.

Visit our Annual Reconciliation and Compliance Testing pages for further details.

Annual Reconciliation

Compliance Testing