We have experience with all plan types, including Defined Benefit (e.g., pension, cash balance), Defined Contribution (e.g., 401(k), 403(b), profit sharing, ESOP) and Health and Welfare plans, of all sizes and with the audit and filing requirements related to ERISA non-Section 103(a)(3)(C), ERISA Section 103(a)(3)(C), 11-K, and master trusts.

We will start with a complimentary consultation call to determine your concerns and needs. If we offer appropriate services, we will then discuss the project’s scope, timing, and fee, and you will be provided an engagement letter to execute.

Yes! The list on the website is not all-inclusive. If you have a need or concern not listed, let’s discuss how best we can address your needs.