Consulting

Have a complex ERISA question and need an explanation, guidance, or advice? Our credentialed professionals have years of industry experience and are just a phone call away, ready to answer your questions, review your plan, assist with any errors, and more.

Experience You Can Trust

Our team of ERISA consultants have a wide range of experience and knowledge, including plan design, compliance analysis, and ERISA rule explanation. We can answer your complicated questions, help you fix an error, assist with an audit, and offer alternatives to improve your plan. The following is a snapshot of the advanced ERISA services we offer to employers and their advisors:

  • 408(b)(2) compliance support including 408(b)(2) fee disclosure benchmarking and assessment
  • Plan correction consulting, including IRS/DOL corrective program support
  • Employee benefit plan merger and acquisition analyses
  • Nonqualified plan design and consulting
  • ERISA Welfare Benefit Wrap Plan Design
  • Multiple Employer (MEP) plan design and consulting
  • ERISA education including technical updates, customized training, and on-demand technical support

Preparation And Protection

We can review your internal plan controls to ensure you are prepared for an audit, identifying areas of risk and recommending procedural improvements. Our audit simulator will give you the peace of mind of a plan in full compliance.