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Plan Administration & Compliance

Be Accountable

Large record keepers have leveraged technology to do more with less. While that’s helped bring record keeping costs down, Human Resources Departments find themselves trying to become an expert in ERISA, record keeping software, new legislation, and behavioral finance. Let our administration division, Valiant Retire Inc., fill that void with our experience, knowledge, and a personal touch.


Valiant Retire has heard the struggles of employers with limited resources to manage the retirement administration and concerns over the liability it creates In response to employer's needs. We can act in a fiduciary role and carry out many of the tasks traditionally assigned to the Plan Administrator as defined in Section 3(16) of ERISA.


Plan Administration & Compliance Services offered through Valiant Retire, Inc.*

Meeting Employer Compliance Needs

Tax reform is a big deal for both individuals and businesses. Now, more than ever, it's crucial to stay on top of these changes. That's where we come in. At Valiant Retire Advisors, we're all about being proactive. We'll work closely with you to craft a plan that not only meets your needs today, but also sets you up for success down the road. But we don't stop there – we make it a point to catch up with you every year to make sure your retirement plan stays in tune with your evolving needs.

Expect your Friendly Designated Plan-image

Expect your Friendly Designated Plan Contact to:

  • Proactively plan, design, and outreach
  • Conduct annual additions testing, IRS 415
  • Conduct annual additions testing, IRS §415 
  • Conduct top-heavy testing, IRS §416 
  • Conduct coverage testing, IRS §4410(b) 
  • Conduct and report ADP and ACP testing for 401(k) plans 
  • Prepare IRS form 5500 and all required schedules 
  • Prepare Summary Annual Report for plan participants 

Be Impactful

Employers, employees, and individuals are facing more financial challenges than ever and need specialists to help them persevere. Valiant Retire Advisors can help guide bold decisions today that will have a positive impact on tomorrow.

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