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Compliance Solutions for Meeting EBP Regulatory Requirements

Expert support for helping you ensure fiduciary responsibilities are met

You Focus on Plan Options for your Employees, We’ll Support Your Compliance Needs

From DOL and ERISA Requirements to the SECURE Act, We Have the Expertise to Support Your Plan.

We understand that managing an employee benefit plan means you have a fiduciary responsibility to protect financial assets of employees.

Our services and technical expertise are designed to help plan administrators manage complex regulatory rules and accounting in order to meet compliance requirements. Whether you need audit or advisory services, we’ve got you covered.

What You Get

Everything you need. Nothing you don’t.

Audit and Assurance Services

Fixed Annual Fees Starting at $10,000
  • ERISA 103(a)(3)(c) Plan Audits
    • Base audit fees:
      • Up to 500 plan participants: $10,000
      • Up to 1,000 plan participants: $12,000
      • Up to 1,500 plan participants: $14,000
      • In excess of 1,500 plan participants: call for quote
  • Supplemental fees will be added to the base fee above for the following special circumstances:
    • First Year Plan Audits: $2,000
    • Non-ERISA 103(a)(3)(c) Plan Audits: $1,500
    • Changes in custodian, trustee or payroll provider during the plan year: $2,000
    • Operational defects in the plan that requires correction: call for quote

Employee Benefit Advisory Services

Fixed Annual Fees of $6,500
  • Plan design and implementation consulting
  • ERISA compliance review
  • Assistance with custodial and service provider matters
  • Managing contribution and distribution matters
  • Third-party administrator (TPA) liaison
  • Review plan custodial certifications
  • Preparation of Form 5500

Audit and Assurance Services: Not included within this pricing package.

We Understand How Complex This Can Be

You are not doing this alone

Whether you’re a seasoned HR professional or establishing a people operations team, we’ve worked with plans at every stage.

We know how complex plan administration can get when you’re focused on building, and we’re here to bring clarity and momentum to your retirement benefit operations.

Get organized

We make sure your numbers are accurate, your reports make sense, and everything’s ready for investors or auditors.

Stay on track

We’ll set up systems so your books stay up to date and nothing slips through the cracks.

Scale your business

We’ll bring financial insight to support your next stage—whether that’s growth, fundraising, or hiring.

Let’s Get Started

You bring the context, we’ll bring the plan

1st
STEP 1

Start with a conversation – not a sales pitch. We take time to understand your business, your goals, and where finance can help you move faster. It’s about getting aligned before getting to work.

2nd
STEP 2

Next, we map out what you need (and what you don’t). From financial modeling to systems and strategy, we tailor our support to match your stage, priorities, and pace.

3rd
STEP 3

Once we’ve aligned on scope, we hit the ground running. Whether it’s one-time support or ongoing partnership, we help your team build the financial foundation you need to grow with confidence.

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