You are here

Retirement Operational Review

Printable versionSend by emailPDF version

The Internal Revenue Service (“IRS”) and Department of Labor (“DOL”) focus on a plan’s operating policies and procedures, compliance and reporting controls. We will serve to ensure sound fundamental internal controls are applied to the operation of your retirement plans, as they are essential fiduciary and compliance requirements.

The operations of a retirement plan are often overlooked because of the inherent complexity and detail. Our team will work side by side with you to ensure the administration of your retirement plans complies with the regulatory requirements and with the provisions of your plan documents to maintain their tax-qualified status.