Bush Retirement Plan Services

Plan Compliance and Reporting

Annually we review the plan’s performance to ensure that it has been administered according to the plan document and that it is in compliance with federal regulations. In that review we also reconcile the plan’s assets, verify the accuracy and timeliness of employee deferrals, perform the non-discrimination testing and prepare the government filings. As part of the annual review we prepare projections and offer recommendations for the plan’s improvement and growth. These are reviewed with the plan sponsor.