Click here to Request a Proposal
(you may also contact our office at 916.922.3200)
Audit Assistance:
In addition to our annual plan administration and consulting services, we offer audit assistance. Services we provide include:
- Providing documents in an electronic format
- Collecting information upon Auditor request
- Continually keeping in contact with the auditor to answer questions
- In the case of a IRS/DOL audit, conducting the audit in our offices
In most cases plan sponsors don’t have the extra time required to effectively manage the plan audit process. Don’t take on that added stress; let us guide you through the plan audit process!