• | Audits of Qualified Pension and Welfare Plans |
• | Preparation of Form 5500s |
• | Due Diligence on Plan Mergers & Acquisitions |
• | Submission of retirement plans under the IRS Employee Plans Compliance Resolution System |
• | Submission of retirement plans under the Department of Labor Voluntary Fiduciary Correction Program and the Delinquent Filer Voluntary Compliance Program |
• | Responding to IRS and Department of Labor inquiries regarding reporting and disclosure requirements |
• | Preparation of Summary Annual Reports and Summary Plan Descriptions. |
• | Plan design consulting |
• | Diagnostic reviews of ERISA plans |
• | FAS 157 compliance |