Health and Welfare Benefit Plans

Our team provides benefit program design, plan document audits and creation, communications, benefit claims and appeals process design, fiduciary obligation assessment, health care reform, HIPAA privacy and security audits and procedure design, health spending accounts, health reimbursement arrangements, flexible spending accounts, negotiating vendor agreements as your advocate, retiree health benefit plans, and voluntary employee beneficiary associations.

Retirement Plans

Design and creation of plans, compliance audits, governance system compliance, evaluating operational issues, audits of qualified and nonqualified retirement plans, design of defined benefit and cash balance pension plans, 401(k) plans, 403(b), profit-sharing plans and ESOPs.

Plan Compliance and Agency Audits

Internal audit and evaluation of plan documents, procedures and processes. We develop pro-active compliance strategy, We vigilantly monitor plans and participants to prevent mistakes. Guiding clients through the Department of Labor correction programs and Internal Revenue Service voluntary compliance programs. Compliance and audit negotiations with DOL, IRS, and the PBGC.