Keeping track of your benefit plan can be tricky. We can help! Keeping track of the IRS, Department of Labor (DOL), and ERISA regulations for benefit plans can be overwhelming. We can help you by making sure you are in compliance with regulatory agencies and provide you with support and analysis to ensure your benefit plan is healthy and in compliance.

We are active members of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center. We are dedicated to providing quality service for your benefit plan and this network of CPA Firms allows us to provide support and awareness on a national stage for employee benefit plan audits.

What we can do for your benefit plan...

• Consulting services
• Employer compliance testing
• All regulatory filings including the Form 990 and Form 5500
• Research your plan’s compliance with regulatory agencies
• Full and limited scope DOL compliance audits