Compliance is an overwhelming, confusing and daunting task to say the least. Allow us to lift the weight off your shoulders and help ensure the job is done well the first time. We want to be your go-to compliance specialist to guide you step-by-step to:

  • Accomplish all tasks in a timely manner
  • Customize an annual compliance calendar so deadlines are not missed
  • Monitor organization’s progress on compliance items
  • Assist with discrimination testing and auditing
  • Review and document fee notices
  • Review fiduciary compliance checklist with committee annually

Our knowledgeable team can guide you through these hurdles.

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