Today’s reporting obligations require that businesses adhere to the laws and regulations to remain compliant. The best way to minimize risk and control plan interpretation and intent is to document your plans – no mention of the ability to consolidate 5500 returns into a single filing.  Memorializing a plan’s insurance policies into a legal document gives you that confidence. It provides a safeguard in establishing that you have been documenting procedures while resourcefully running your business.

In addition to helping you avoid crippling fines and penalties, plan documentation improves productivity and provides transparency within your business or organization.  Increased efficiency means a better bottom line and a happier workplace.

Most importantly, our partnership with an esteemed ERISA law firm enables us to provide document services at a fair fare.