Retirement plans are intricate. As the plan sponsor, you’re tasked with executing the legal responsibilities of the plan. You’re trusted to keep the plan in good standing. Ensure your co-workers will reap the benefits.
As experts in employee benefit plan audits, we know the Department of Labor (DOL) and IRS requirements of your plan. Which reports and forms you need to file. We analyze and evaluate financial statements and supporting schedules. Eligibility. Contributions. Distributions. Prohibited transactions. We show you where operations could be improved. Where controls can be strengthened. How to achieve greater plan efficiency. We work to protect your plan participants and the plan’s financial integrity. We find out whether plan funds are available to pay benefits now, tomorrow, and farther down the road. So you can determine the right course of action.