In addition to enrolling participants, processing contributions and
managing disbursements, plan administrators have the responsibility of ensuring their plan’s compliance with regulatory agencies. The more readily you can access the needed information, the greater the level of reporting accuracy—and the quicker your year-end compliance services can be completed.

The PSC dramatically simplifies the process of collecting, organizing and preparing the required information for the Department of Labor and IRS—allowing you to provide much of the required compliance services paperwork online. You can answer questionnaires online and upload files of the information you maintain throughout the plan year.

The PSC gives you the tools to collect the needed information as an ongoing part of your processes, improving the quality and accuracy of your compliance submission at the end of each plan year.

• Ownership Information
  Review and modify relevant ownership statistics with
  point-and-click simplicity.
  
• Census Download
  Streamline the exchange of information by ordering a report that contains year-to-date plan census information. Use this report as a template for the year-end census requirement for compliance services. Simply review it for accuracy, provide any items previously not included and submit it via the census upload process.
  
• Year-End Questionnaire
  Complete the required compliance services documentation online.
  
• Compliance Data Summary Report
  Monitor the status of your compliance information throughout the year to simplify the submission of census data for compliance services. Simply order the report at any time to view a summary and detailed listing of data issues where required census information is either missing or contains inaccurate information.
  
• Results Analysis
  Review the results of your compliance testing for required corrections and/or tracking of testing trends.
  
• Compliance User Guide
  Access detailed documentation on the PSC’s compliance capabilities and procedures to ensure timely, accurate completion of your year-end reporting and ongoing data collection.