Annual Compliance Testing and Government Reporting

The most cost-effective way to stay compliant with changing regulations

Your retirement plan documentation and execution need to comply with frequently changing IRS regulations, which means you need agile yet precise policies and procedures to avoid costly regulatory violations. How can you ensure this cost-effectively?

Contact Campbell Albrecht. Our professionals are dedicated to your business, with personalized service where we thoroughly scrutinize your plan operations and provide solutions. From comprehensive testing to meticulous documentation and reporting, we’ll help your business save resources, maintain compliance, and help employees get their benefits.

Solve your compliance and reporting headaches with Campbell Albrecht

If applicable, we’ll protect your business with:
  • Contribution deductibility calculations (§404)
  • Annual additions testing (§415)
  • Top heavy testing (§416)
  • Coverage testing (§410(b))
  • ADP/ACP testing (applicable to 401(k) plans)
  • Preparing IRS Form 5500 and related schedules
  • Preparing Summary Annual Report for participants
  • Preparing appropriate PBGC form (for defined benefit plans only)

Comprehensive Retirement Plan Services
with a Personal Touch

Whether you need a supplemental service or a complete retirement solution, you’ll have
a dedicated team of certified experts with you every step of the way


Whether you need to amend a plan or conduct a benefits study, our experts design and execute roadmaps for any retirement project, ensuring clarity, accountability, and maximum ROI

Plan Design and Implementation

We’ll customize a plan that meets the needs of all stakeholders, handle all documentation, and seamlessly integrate it into your business operations

Defined Contribution Plan Recordkeeping and Administration

From eligibility and contributions to trust reconciliation and distribution processing, we’ll ensure a smooth operation for your employees and the IRS