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Home» Targeted Compliance Review

Targeted Compliance Review

ERISA compliance can be complicated. Our suite of Tools You Can Use will help with your compliance issuesWhat keeps you up at night when you think of your employee benefit plans?  Minimum distributions, hardship withdrawals, ADP/ACP testing?  Summary of Benefits and Coverages?  Summary plan descriptions?  Employee notices?

This review focuses on a particular area of the plan’s operation, e.g., review of the ADP/ACP test results, as well as the process for gathering the data.

Employers who are concerned with recurring problems in certain areas, but are generally comfortable with the overall plan administration process, find a targeted review invaluable.

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ERISAdiagnostics, Inc. – Services

Plan Governance Review
Document Review
Procedural Assessment
Compliance Review
Targeted Compliance Review
Audit Preparation
Form 5500
ERISA Plan Documents
Summary Plan Description
Consulting Services
Special Projects

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A Proud Member Of:

  • International Society of Certified Employee Benefit Specialists (ISCEBS)
  • International Foundation of Employee Benefit Plans (IFEBP)
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Society for Human Resource Management (SHRM)

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