Changing rules and regulations can make employee benefit plan administration a challenging, multi-faceted task. We work diligently to stay up-to-date on regulatory and fiduciary issues so our clients can prepare for upcoming changes and improve the efficiency of their plans.
An overview of services in this specific area include:
- Defined Contribution and Defined Benefit Retirement Plans (Limited & Full Scope) Audits:
- 403(b) Plans
- 401(k) Plans
- Health and Welfare Benefit Plans (Insured and Uninsured)
- ERISA compliance
- Form 5500 Filings