This web page provides our PEO clients with the forms that we need them to complete so we can perform the necessary retirement plan compliance tests for their multiple-employer plan. Data gathered is also used to complete their global Form 5500 for their submission to the Internal Revenue Service along with their independent audit of the plan as required under IRS regulations.

We need all of the information on these forms completed accurately and signed by an authorized plan representative. Unfortunately, we can not be responsible for IRS penalties incurred that result from late, incomplete, or inaccurate submissions.

Please return the forms to us on or before January 16, 2012 in order to assure that your compliance testing will be completed by the March 15, 2012 deadline!

Following are the documents that you will need to download, complete, and return all of  them to us at your earliest convenience via email at PEOCensusData@AmericanPension.net. Please type 'YOUR PEO PLAN NAME' in the 'Subject line' on the email and on all forms submitted to us so we can easily identify your data. You should also keep copies of the completed forms for your own records.

2011 PEO Plan Annual Questionnaire - This form will be emailed to you via the Docusign system by our PEO Admin team. 

For your reference and assistance in answering questions on the Annual Questionnaire, please download the Fiduciary Responsibilities and Plan Compliance Guidelines here.

2011 Employer Data Form - Contact your American Pension Services plan administrator if you are directed to complete this.

2011 Retirement Plan Census Report - Download here an Excel spreadsheet that will show you how your own spreadsheet should be formatted. The spreadsheet also has a second page that allows you to send us your 'Rehire Report' for those employees who were employed during the plan year and who previously worked for another adopter within your multiple employer plan. Complete and send your Excel spreadsheet to us as an attachment to your email to us. Please don't 'fill in' our spreadsheet, but set up your own in this format so that we don't have any issues importing your data.

For help in completing the Census Report spreadsheet, download the PEO Census Report Instructions here. Please note that we will need a separate spreadsheet for each adopting employer or a custom file that distinguishes each adopter so that they can be sorted by our Plan Compliance team for testing purposes. Properly and accurately completing our spreadsheet template or providing us with readable output in the exact same format will satisfy this requirement and speed up processing time.

2011 Year End Adopter Compliance Data
Download this form that you need to customize for your plan and forward it onto your plan's adopting employers. Your adopters should complete this form, print out a copy, and forward it back to you for collection and forwarding to us. We cannot complete their plan compliance testing without either receiving this completed form back from them or receiving confirmation from you that there were no changes from the prior year's form.

Please note that you will need Adobe Reader in order to view most of these documents, and Microsoft Excel 2003 or 2007 in order to complete the census spreadsheet. If you don't have Adobe Reader, you can download the latest version for free by clicking here.

If you haven't received one yet, you can also print a copy of the 2012 Retirement Plan Limits (which also includes the 2010 and 2011 limits) by clicking here. These numbers are updated for the upcoming year each October. Many of our PEO clients send these out to their adopting employers in an effort to keep them informed on changes in their funding limits.

If you have any questions on any of the information requested, please contact your American Pension Services PEO Plan Administrator or email us at GoldTeam@AmericanPension.net.

As always, thank you for your confidence and trust! We look forward to continuing to meet and exceed your high demands.

American Pension Services, LLC                          
2451 McMullen Booth Road, Suite 200
Clearwater, FL  33759
813.281.0707 or 800.585.7540
Fax 813.281.9757