By building a long-term relationship with professionals who know the ins and outs of these specialized financial instruments, and how to meet the requirements set by the Department of Labor and the IRS, you can count on getting the proactive and thorough support you need for:

• ERISA audits
• Form 5500 preparation
• Audited financial statements
• Benefit plan advisory services

 

Anticipate regulatory changes, be confident about compliance issues and add value to your employee benefit plan by choosing the team that knows how to treat employee benefit plans with the care they require and you deserve.