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Trustee & Compliance Responsibility

We’ll help you ensure full compliance

As trustee of your plan, we have shared responsibility to make sure the plan is always in compliance. We’ll guide you through regulatory requirements to ensure full plan compliance, including:

  • IRS preapproved 401(k)/403(b) plan document
  • Signature-ready Form 5500, Form 895-SSA and Summary Annual Report (SAR)
  • Year-end non-discrimination testing including 401(k) ADP, 401(m) ACP, top-heavy and 415 annual additions
  • Annual participant regulatory notifications

© 2017 Bremer Financial Corporation. All rights reserved.

Products and services offered through Bremer Trust, National Association are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.