COMPLIANCE

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Compliance is one of the most important things to the plan fiduciaries. Our firm has a detailed review process and extensive checklists to ensure our administration is accurate and your plan remains in compliance. 

Our firm will provide training upon request for our client's staff to ensure procedures are adopted within the human resources or accounting department to accurately provide information to us and administer the plan on their end. 

Assistance with disclosures and reminders with regard to deadlines are provided throughout the year to help our clients remain compliant with regulations.