Compliance & annual filings
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26 articles
Compliance testing: What plan sponsors need to know
How the ADP and ACP compliance tests work
How the Top-Heavy compliance test works
Who is considered a highly compensated employee (HCE)?
How legally related groups can monitor compliance testing with Accrue
What is an affiliated service group?
Year-end 401(k) administration deadlines and dependencies
Why top-heavy first-year plans might benefit from profit sharing
When is 410(b) coverage testing required?
How are corrections for a failed ADP test calculated?
Plan characteristics that increase 401(k) compliance concerns and strategies to reduce risk
Tips to help your plan avoid becoming top-heavy
What is a legally related group?
What is a controlled group and why does it matter for 401(k) plans?
What is 410(b) coverage testing?
How to determine ownership and family attribution
What is Form 5500?
Form 5500 audit requirements for large 401(k) plans
Form 5500 FAQ
Does Accrue handle Form 5500 filings?
Form 5500, 5500-EZ, and 5500-SF: Which form is required for my plan this year?
How do I read my Form 5500-SF?
What is a Final Form 5500 and when is it required?
How to navigate your 401(k) plan audit
Why did I receive an IRS late-filing or penalty notice for the 2022 Form 8955-SSA?
A plan sponsor’s guide to Form 8955-SSA