Benefit Plan Compliance & Attestation Services

Let our Integrity, Thoroughness and Credibility work for you.

We have been providing limited & free scope (DOL) and financial statement audits for benefit plans for over three decades.

Our firm assists trustees and plan administrators fulfill their fiduciary responsibilities by providing audit services when the plan attributes require compliance and reporting services.

We also furnish professional tax compliance services to trustees and plan administrators when required for IRS and DOL regulatory filings.

We contribute guidance and support to plan administrators in the preparation of the Plan’s financial statements and filing of annual information returns to the Internal Revenue Service and U.S. Department of Labor. In addition, we evaluate the sponsor’s compliance of employee elective deferrals and employer contributions with the Plan documents and Department of Labor regulations, including timeliness of deposits and proper disposition of contribution forfeitures.

Contact us today.

Consulting Services

  • Employee Benefit Plan design and reporting and related research (Cafeteria Plans, 403(b), and 401(k)), VEBA
  • Projected retirement income analysis
  • Generational Transfer Planning
  • Annual contribution analysis
  • HCE Activities
  • Disclosure and posting of summary annual reports
  • Compliance Planning
  • Tax Compliance and Reporting