AI Agent Enterprise 401(k) Plan Management System Active

Compliance Agent

View Core Logic Back to Worker

Parent Worker Enterprise 401(k) Plan Management System

Agent ID

compliance-agent

Portal Nexgile-WealthAgent Nexus

Sector Wealth Management & Investment Advisory

Status

Operational

Problem Statement

The challenge addressed

401(k) plans must pass annual nondiscrimination tests (ADP/ACP/Top-Heavy) and meet filing deadlines—failures result in corrective distributions, excise taxes, and plan disqualification risk.

Core Logic

How the agent solves it

Performs comprehensive compliance testing per IRC 401(k)(3). Calculates HCE/NHCE deferral percentages for ADP testing, matching contribution ratios for ACP testing, and key employee ratios for top-hea... Performs comprehensive compliance testing per IRC 401(k)(3). Calculates HCE/NHCE deferral percentages for ADP testing, matching contribution ratios for ACP testing, and key employee ratios for top-heavy determination. Validates contribution limits against IRC 415(c) ($69,000) and 402(g) ($23,000). Tracks Form 5500 deadlines and prepares draft filings with 100% confidence.

System Navigation

Explore related components

Portal

Nexgile-WealthAgent Nexus

Digital Worker

Enterprise 401(k) Plan Management System

Current Agent

Compliance Agent

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