Laws and Regulations

Tax qualified retirement plans are heavily regulated by both the Internal Revenue Service (IRS) and the Department of Labor (DOL) and it is not uncommon for retirement plans to be audited by either agency. We, at Billings and Company, utilize our knowledge of the federal statutes and regulations that govern retirement plans and our extensive experience working with the DOL and the IRS to advise and, if necessary, represent the interests of our clients on audits by these agencies. 

Annual Information Needed

Every year we need your annual business and census information because things change. You can either provide that information to us during your payroll submission or at year end. 

Process and Expectations

We will notify you after the plan year ends for the information we need to obtain.  We provide prepopulated information that is available through our secure portal.  Completed information is returned back via our secure portal.  

It is important to communicate your reasonable expectations to us in order to meet your internal due dates. 

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