Send us an Email: info@newpcg.com
Give us a Call: 866.367.3143
Compliance requirements can be complex, time-consuming and expensive if missed or completed incorrectly. New Pinnacle Consulting Group’s Comprehensive Compliance Package provides support for all reporting, disclosure and compliance testing your plan requires. Our goal is to help ease the burden and ensure that you're meeting all legal and regulatory requirements, both now and in the future.
Non Descrimination TestingContribution Limit Calculations 401(a)(17), 415, 402(g), 414(v) and 402(g)(7), Eligibility Compliance Review, Technical Assistance with Corrections.
Annual Forms 5500/8955Prepare Form 5500 based on information provided by investment provider and prepare annual Form 8955 SSA filing.
Summary Annual ReportPrepare Summary Annual Report [SAR] for distribution to plan participants, provide assistance and support with annual fee disclosures.
Summary of Material ModificationProvide required notices for distribution and prepare plan amendments and Summary of Material Modification [SMM].
Information Sharing AgreementComplete and maintain Information Sharing Agreement [ISA].
Consulting ServicesTen hours of consulting services for other compliance topics based on client direction.
Information Sharing AgreementComplete and maintain Information Sharing Agreement [ISA].
Prior Year 5500/8955Prior year 5500/8955 filing amendments.
We provide our clients with the highest level of expertise, efficiency and proven procedures in the industry.