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Compliance
Our Compliance Department places a strong emphasis on verifying retirement plan operational compliance using our state-of-the-art Perfect Plan Protocols Compliance Checklist module.
Designed to effectively “audit-proof” a plan’s operating system, our Compliance Checklist has met with considerable success in helping clients organize their information as part of their fiduciary responsibilities.
We offer clients our full array of testing services necessary for compliance with legal requirements, including nondiscrimination, contribution limit, eligibility, and contributions testing.
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