DC Plan Services

Nova 401(k) Associates provides the following services to defined contribution plans, including 401(k) plans, profit sharing plans and new comparability plans:

  • Preparation and maintenance of plan documents
  • Preparation of summary plan description
  • Nondiscrimination testing, including ADP/ACP testing, IRC 410(b) coverage testing, IRC 415 limit testing, IRC 401(a)(4) testing, and top-heavy testing
  • Review for partial plan termination
  • Electronic filing of Form 5500/Form 5500-SF
  • CPA audit support
  • Form 8955-SSA preparation
  • Preparation of Summary Annual Report
  • Vesting uploads
  • Loan and distribution processing including, taking on signing authority under the right circumstances

– Meet our Record-keeping Partners