Retirement Plan Reporting for Small Businesses

Annual Retirement Plan Census Reporting

Each year, your 401K plan provider will request census information to ensure that your company’s retirement plan remains in compliance. This census information often requires that you compile large amounts of employee information for the plan year according to their format.

CheckWise can help by accumulating the necessary information together into one spreadsheet making your annual census a breeze. Some of the information we’ll put together includes:

  • Social Security Number
  • First Name
  • Middle Name
  • Last Name
  • Address
  • Gender
  • Birth Date
  • Hire Date
  • Termination Date
  • Annual Wages
  • Annual Hours Worked
  • Contribution Amount
  • Company Match Amount
  • Pre-Tax Section 125 Deductions

Retirement Contribution Reporting

Retirement plans, such as a 401K and SIMPLE IRA, are great employee benefits, but they require additional time and effort to complete the necessary reporting and payment each pay period.

CheckWise can help by generating a file according to the specifications of your retirement plan provider. This file can then be uploaded to their website to complete the reporting requirements and initiate an electronic payment.

Contribution reporting is available for major retirement plan providers such as:

  • American Funds
  • Oppenheimer
  • The Hartford
  • Fidelity
  • And more!

Retirement Plan Reporting and Disclosures for All Industries

CheckWise Payroll provides comprehensive retirement reporting, payroll processing, tax management, HR support, and more for a wide variety of industries, including:

Want to know more about our retirement plan reporting services?

Do you have questions about retirement contributions or retirement census reporting services? Check out our Payroll Processing FAQs or contact a payroll specialist to get started!


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“We have been a customer of CheckWise payroll for over 13 years and we are very pleased with their services. They are very knowledgeable, friendly and always timely. They make the process so simple for us. I just submit the employees’ hours and they do all the rest. Their resources page is also helpful for me to quickly obtain any State or Federal form that I may need. They keep me up to date on any changes. I highly recommend them to any business looking for payroll processing services.”
-Tamara P.

Practice Manager, RetinaCare Consultants