Commitment to Clients
1. To have great flexibility and availability
You dictate the timing
2. To develop a customized annual audit plan
To develop expectation and consistency
3. To provide continuous year-round audit consulting / support as needed
The fee is not hours based; it is a fixed annual service fee
4. To understand your retirement plan better than you do
To provide value and an ease to the audit process
5. To develop a rapport with your third-party service providers
To streamline the audit process
6. To provide comfort that your retirement plan is compliant
Which includes providing guidance and support in fixing errors that are identified