Administration and Compliance

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

Monitor activity to ensure “key employee” benefits are not greater than allowed by law

Help with audits

Submit IRS Form 5500 filings

Reconcile trust assets

You, your business, and your employees will benefit from the experience of Latitude professionals who bring essential and practical experience to the administration of your retirement plan.