We have been a client for 45 years, both personally & for our business, through good times & bad. 

The wide range of services, help, & advice from the dedicated WDW people keep us on track through these changing times.

ROD SEMRAD, Cleveland Ignition

Compliance with Federal Regulations

 

  • Preparation of the Form 5500
  • Preparation of the Summary Annual Report
  • Preparation of excise tax returns
  • Assistance with the preparation of discrimination, top heavy, and annual additions testing
  • Assistance with testing compliance with minimum coverage, participatio, and vesting rules