Consulting Services

In addition to plan design and administrative services, we can assist employers with various other aspects of retirement plans such as the following:

  • Consulting services regarding compliance with laws, regulations and plan provisions

  • Nondiscrimination testing for complex plan designs, such as controlled group testing

  • Due diligence plan review

  • Plan redesign and restatement

  • Plan terminations, mergers and transfers

  • Correction methods for testing failures

  • Assistance with Internal Revenue Service and Department of Labor audits

  • Consulting services regarding methods for correction of operational errors under the various Internal Revenue Service and Department of Labor programs