Whether it's reviewing your plan strategy and structure, steering you away from penalties, or preparing your filings, rely on an advisor with deep expertise. Types of plans we audit include: 

  • Defined contribution
  • Defined benefit
  • Employee stock ownership
  • Health and welfare
  • 403(b)

You get an efficient, well-trained audit team when you work with us. We receive specialized training to stay current on ERISA, DOL, and IRS rules and regulations, so you get a more efficient audit. Our proactive approach helps eliminate ERISA violations and results in timely filings without surprises.

Our clients receive solid, innovative solutions based on their particular set of facts and circumstances. We work with a variety of plan administrators, actuaries, attorneys, and investment consultants to incorporate our industry knowledge and experience into meeting our clients’ needs.

Some of the solutions we provide include:

  • Review of plan documents and operating procedures
  • Review of overall plan strategy and cost structure
  • Assistance with determining the best plan to sponsor
  • Facilitating requests for proposal (RFP) processes
  • Assessment and recommendations for benefit service providers
  • Facilitating the preparation of Form 5500 filings and attachments
  • Resolution of complex compliance issues discovered during the audit
  • Assistance with prohibited transaction issues
  • Assistance with IRS and DOL audits

We can provide these services to the extent permitted by professional standards while complying with government regulations. Please contact us for an audit quote and / or a proposal for your benefit plan at

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 +1 949 769 8905
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