The IRS requires retirement plan sponsors to maintain ongoing compliance with complex rules and regulations. Each year, plans must undergo rigorous testing to ensure they continue to meet legal standards and operate as intended.

At RSA, our annual compliance review compares your plan’s actual performance with its goals and objectives. We identify any areas needing adjustment and make clear recommendations to keep your plan aligned, efficient, and penalty-free.

Compliance is not optional—it’s essential. Failure to meet government requirements can result in costly penalties, audits, and loss of plan qualification. RSA ensures your plan stays fully compliant, safeguarding both your organization and your participants.