Plan Administration

Financial Management Solutions offers complete plan administration services. Your Plan receives thorough, accurate, and timely tests and government forms, including:

• General compliance under IRC§ 401(a)
• ADP and ACP under IRC § 401(k) & (m)
• Maximum elective deferrals under IRC § 402(g)
• Deductibility under IRC § 404
• Coverage under IRC § 410(b)
• Annual additions IRC § 415 (c)
• Top heavy under IRC § 416
• IRS Form 5500 and related attachments