We ensure that our clients are upholding their fiduciary responsibilities by guiding their compliance with the audit and accounting reporting requirements established by the U.S. Department of Labor and ERISA.

For our dedicated Employee Benefit Plans Group, working with clients to assure they remain compliant is only one part of the equation. As a business advisor, we can bring our extensive employee benefit plans experience to the table and offer clients such things as process improvement recommendations and confidential benchmark data we’ve compiled to help them evaluate their current practices.

We also work with smaller companies with fewer than 100 participants to help prepare them for future compliance. Our review and advisory services include evaluating the remittance process, organizing personnel files, and ensuring that service providers are providing timely processing of participant requests. By discovering potential operational defects in advance, we are able to save our clients potential future problems.

We look forward to hearing from you. For more information about these or any other services we offer, please contact Jason Newman, CPA at or by
calling (800) 286-5726.