Document Preperation
PENSERVCO specializes in drafting tailored plan documentation, including required and discretionary amendments. Access to real-time web portals allows convenient retrieval of current plan documents, amendments, summary plan descriptions, and relevant employee notices.
Non-Discrimination Testing
PENSERVCO's Non-Discrimination Testing services guarantee that your retirement plan benefits comply with regulations, ensuring fair and equitable treatment across your workforce, maintaining tax advantages, and aligning with your business objectives.
Government Reporting
Our expert team handles Governmental Reporting, meticulously preparing signature-ready reports for annual or as-needed submissions on your behalf. This includes reports for the IRS or DOL, ensuring your organization remains compliant with all necessary regulations.
Plan Reconciliation
Through meticulous Plan Reconciliation, PENSERVCO ensures the accuracy and consistency of your company's plan records by cross-referencing payroll and investment company reports.
Eligibility Determination Review
As part of our annual testing and reporting services, our team meticulously verifies employees' eligibility status, ensuring it aligns with the provisions outlined in the plan document.
Audit Support
In the event of IRS or DOL audits, Penservco stands by your organization, providing essential support to help you prepare and be fully equipped to address any questions posed by auditors.