At times you may need trained outside professionals to assist in some of your client's needs. My firm will work with you to assist in providing consulting on your client's 401(k), other 401(a), 403(b), 457 or governmental plans. Plan sponsors try to administer their plan in accordance with the written plan document. Unfortunately, often their practice and procedures to accomplish this task are inadequate. One of the most common errors indentified in IRS audits of retirement plans is failure to follow the provisions of the written plan. My firm can provide consulting services to review your client's plan's practice and procedures.
What my firm can do for you...
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