We know you face staying in compliance with Department of Labor audit requirements.

You don’t want the hassle and anxiety of communicating with multiple parties such as Third Party Administrators, Trustees, and Auditors to comply with deadlines.

WE HAVE A PLAN!

If you choose to implement our Plan you will have less hassle and time spent on the compliance requirements, and peace of mind that the deadlines will be met in a timely manner. Let us help you!

BASIC

Information must be completely received by March 31st and use our Audit Communication Plan.  Guaranteed delivery July 31st.  

8,000

STANDARD

Information must be completely received by May 31st and use our Audit Communication Plan.  Guaranteed delivery by July 31st.

9,000

LATE FILERS

Information must be completely received by July 31st and use our Audit Communication Plan.  Guaranteed delivery by Oct. 15th.

11,000

What are the key factors to consider when choosing an auditor for your retirement plan?