Your retirement plan needs continuous oversight to ensure it remains compliant with rules and regulations and continues to meet its goals. Your Latitude relationship includes a dedicated team of experienced consultants to help manage your plan’s performance. The team manages required paperwork and processes to simplify and streamline your effort.
Our consultants perform comprehensive compliance tests to ensure the integrity of your plan and deliver signature-ready tax returns to help you fulfill all tax-filing requirements.
Additionally, we will:
Calculate eligibility and vesting
Manage allocation of employer contributions
Manage allocation of employer contributions
Monitor activity to ensure “key employee” benefits are not greater than allowed by law
Monitor activity to ensure “key employee” benefits are not greater than allowed by law
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Help with audits
Help with audits
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Submit IRS Form 5500 filings
Submit IRS Form 5500 filings
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Reconcile trust assets
Reconcile trust assets
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