Our mission is to provide our clients with financial services that contribute significantly to the growth, stability and success of their businesses, while developing long-term personal relationships and maintaining the highest standards of personal integrity.
Form 5500 preparation and review
Representation in DOL and IRS examinations
Consulting in ESOP formation and transactions
Assistance in correcting problems involving late filings, plan administration and design, including self-corrections and submissions to the DOL and IRS under established correction programs (DFVCP and EPCRS)
Assistance analyzing plan fees and expenses
Assistance with the RFP process to find plan service providers