Overview
Plan Compliance
Responsive. Accurate. Full Service. These are some of the core qualities that define us as a company and make InWest a leader in retirement plan compliance administration. Our team of experienced compliance consultants ensures your plan meets DOL and IRS regulations.
Our Compliance Services Include:
- Legal Plan Document Preparation and Maintenance
- Non-Discrimination and Compliance Testing
- Trust Reconciliation
- Form 5500 Preparation
- ERISA Audit Assistance
- Participant Distributions
- Proactive Terminated Participant Clean-Up
- Plan Mergers and Terminations