Recordkeeping Data Validation & Compliance Testing Agent
Validates payroll and census data feeding the recordkeeping system, runs nondiscrimination and limit checks, and flags exceptions and corrections for plan administrators before year-end testing and Form 5500.
Not yet specifiedSemi-autonomousComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Validate payroll contribution files against plan rules and IRC limits (402(g), 415)