RetirementPlanAudit | DeferredCompAudit | InsurancePlanAudit | AnnuityAudit

The Audit Series Programs are an on-line suite of audit tools designed with the needs of professional advisors and investment firms in mind. With never-ending changes in federal regulations governing employee benefits (many required by ERISA), the Audit Series Programs provides professional advisors with a reliable and consistent means of providing true added-value service to their clients by auditing employee benefits programs in accord with industry best practices.

Each of the four audit series programs may be licensed individually or collectively to meet the specific needs of the licensing advisor. 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.

The Audit Series Programs are a Quintessence property.