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Our specialty is providing audit
and consulting services to retirement and employee
benefit plans. While many use
these services as part of an overall strategy
for providing ongoing service and support to
their clients, others coordinate our services
with their clients' accountant, attorney,
or other financial or legal advisors. Our
clients
look to us for plan audits for
two important reasons.
First
is our expertise.
We count over twenty years of experience
in providing consulting and auditing services
to large and
small corporations and follow a unique process-oriented
approach that is representative of that
provided to the Fortune 1000. We are skilled
in dealing with the audit requirements
of ERISA,
as well as the ever-increasing requirements
of the Department
of Labor and the Internal
Revenue Service.
Secondly, we offer our a fully-comprehensive
audit at
competitive rates. We take a 360-degree
view of a retirement plan by auditing
five key plan components including:
- Plan Design
- Plan Adiministration
- Plan Investments
- Fiduciary Compliance
- Employee Education & Communication
Our audit is provided in a user-friendly
on-line format that is easy to use
and includes a unique plan
participant survey that assures privacy
while obtaining
unbiased plan feedback.
How You Benefit from a RetirementPlanAudit
- Timely delivery of a high-quality
audit at a competitive price
- Practical recommendations
that help refine
internal procedures, saving time and money
for your organization
- Strategic development to maximize your
plan contributions
- Assistance in positioning
your plan as an employee recruiting and
retention tool
To learn more about
licensing the Audit Series Programs for
use with your clients, call toll-free (866)
768-6584 or complete the Audit
Series Program Advisor Request Form.
If you would like a RetirementPlanAudit for
your company's retirement plan, then submit
a RetirementPlanAudit Request and a licensed
audit supervisor will contact you within 24
hours.
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