Compliance and Regulation

Design, Documentation, and Compliance Testing
When you partner with Alerus Retirement Solutions, you benefit from retirement plan expertise that is simply unmatched in the industry. With over 65 years of experience in the retirement services business, we're specialists in helping sponsors ensure their plans comply with the latest regulations.

Provided By Alerus
• Plan design and documentation
• IRS-approved prototype plan documents
• Summary plan descriptions
• Legislative compliance and monitoring
• Ongoing plan design review and guidance

Comprehensive Compliance Testing
• ADP
• ACP
• Contribution (415)
• Coverage
• Top-heavy
• Cross-testing
• Ongoing compliance updates and education