The Employee Retirement Income Security Act (ERISA) mandates financial reporting and compliance requirements for qualified employee benefit plans. Our staff will work with you to ensure compliance with the rules and regulations affecting your plan.

• Provide an independent audit of plan financial statements and schedules as required by the Department of Labor (DOL)
• Prepare required IRS and DOL filings
• Provide information to determine whether your service providers are supplying the necessary information to comply with ERISA reporting requirements
• Offer suggestions to streamline the reporting process and improve plan operations
• Assist you with IRS or DOL audits
• Review or prepare annual compliance testing
• Provide assurance that your plan is operating in compliance with plan documents
• Provide updates on developments in the employee benefits industry