Plan Design

An optimal plan requires an optimal design.  Every business has its own nuances and understanding these allows us to ensure your plan is operating in step with your plan's goals.

Compliance Testing

Failed discrimination tests are grounds for plan disqualification, which results in significant IRS penalties.  Our team is well versed in the math and the concepts of all required plan testing.

IRS Audit Assistance

Audits happen.  Retaining our services for plan audits keeps the IRS in our office and out of yours.  We communicate with and resolve all issues (if any) with the IRS on your behalf.