Audit support services play a crucial role in ensuring strict compliance and accuracy of your company's retirement plan. The Pension Design Group (PDG) is committed to providing in-depth plan audit support, financial statements, and other documentation to ensure your plan maintains transparency, protects participants, and runs smoothly.
Audit support services play a crucial role in ensuring compliance and accuracy in retirement plans. The skilled team at PDG leverages our firm’s resources to simplify the complex, time-consuming task of retirement plan administration and shepherd you through the audit process. PDG has many years of experience working with audit firms, the Department of Labor (DOL), and the IRS.
We identify and address any issues promptly to minimize stress and potential penalties. At PDG, we provide proactive retirement plan solutions that ensure your company's compliance, giving you the confidence to focus on what truly matters – growing your business.
At PDG, we understand the importance of ensuring your employee benefit plan is compliant and running smoothly. That's why our experienced team provides in-depth reviews of your company sponsored retirement plan(s). We review your plan annually, handle all the reporting, and address any compliance issues just in case your plan is ever subject to an audit from an independent accounting firm, the DOL, or the IRS.
The primary goal of our detailed reporting is to give you confidence that the contributions have been submitted correctly and are within federal guidelines and regulations. We review your plan for any operational errors, weaknesses, or potential fraud risks. With our comprehensive reporting and review, we address issues and provide guidance on corrections to minimize errors and potential penalties.
The importance of having accurate financial statements for your retirement plan cannot be overstated. Our knowledgeable team provides you with in-depth financial statements, so you have confidence in your plan's financial health and compliance. We review statements thoroughly, ensure compliance with regulations, and identify areas for potential improvement. Our team provides recommendations to enhance plan design, streamline operations, and ensure adherence to regulations.
The Pension Design Group (PDG) offers comprehensive audit support services to ensure positive interactions with regulatory agencies such as the IRS, DOL, and PBGC. Our expert team assists in crafting precise written responses to their queries; we represent YOU during crucial meetings and work diligently to resolve audit issues while negotiating favorable final decisions.
Reach out to The Pension Design Group by phone at 888-4-K-PLANS or email us to express your interest. We'll be in touch to discuss your needs and answer any questions.
Provide a census of your current employees. We'll also ask more in-depth questions about your objectives and ideal plan features to tailor the perfect solution.
We'll create a proposal outlining a customized plan. We'll review the design, answer questions, and discuss benefits in a virtual or in-person meeting.
We'll handle the implementation of your plan, from documents to compliance. We can facilitate contribution submissions and will provide ongoing support, ensuring your plan's success and your employees' retirement readiness.
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