ERISA Financial Reporting & Consulting

We have you covered. When it comes to ERISA reporting and compliance, you want someone with years of experience and thoughtful solutions. Whether it’s audits, Form 5500, corrections assistance or other ERISA compliance, you have found the right place.

ERISA Financial Reporting and Consulting:

• ERISA audits in conformity with GAAS/EBPAQC
• 401(k), 403(b), ESOPs
• Form 5500 series, 5330, and 8955-SSA
• Form M-1
• Summary Annual Report
• Corrections in conformity with IRS EPCRS
• Delinquent Filer Voluntary Compliance (DFVC)
• Internal control recommendations
• Plan document review assistance
• Participant disclosures assistance