ERISA and non-ERISA audits
Assist management in improving plan operations and staying abreast of current industry developments with quality employee benefit plan audits (single, multiple, and multi-employer) and audits of plans with 11-K filings.
Form 990 preparation
Stay on top of the Form 990 regulations and changes, and benefit from guidance provided to funded welfare plans required to file the form.
Form 5500 preparation and review
Satisfy the annual reporting requirements of the IRS and DOL by leveraging experience and insight in completing Form 5500.
Non-qualified and health care plan consulting
Help ensure your benefit programs are both attractive to employees and cost effective.
Service provider assessment
Review your service provider agreements and assess their services provided to the plan.
Offer your workforce an affordable and attractive benefits package without sacrificing resources to manage daily plan issues.