ERISA 
Consulting

Qualified Plan Compliance
Review

We will assist you to identify and manage the risks associated with the administration of your retirement plans by targeting areas most susceptible to operational or compliance errors. If errors are discovered, voluntarily correction prior to IRS audit, may avoid costly sanctions and potential plan disqualification discussions.​

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Entity Analysis & Affiliated Service Group Identification

We can work with you and your trusted advisers to analyze multiple entities, corporate structures and relationships between potentially overlapping entities to ensure compliance with the complicated world of related entities.

Merger & Acquisition
Services

Employers are sometimes surprised by the hidden liabilities and complexities that employee benefit plans can add to the sale of a business. We will perform a pre-transaction benefit plan review to identify areas of significant financial exposure and transitional concerns. Our due diligence process is tailored to each organization’s individual needs. We can also assist with post-merger planning/integration.​

Fiduciary & ERISA
Consulting

Plan fiduciaries are governed by strict and complex ERISA rules and Department of Labor regulations. We assist our clients in fulfilling their compliance and fiduciary requirements for plan investments and administration. Our objectives are to help our clients fulfill their fiduciary responsibilities, serve their employees well and avoid litigation.

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