Our complete ERISA reporting support includes Summary Plan Description (SPD) preparation (in a wraparound format). We also maintain the most up-to-date 5500/SAR compliance software, and prepare Form 5500 information returns, signature-ready, for client filing.
California Department of Insurance License #0581175
Securities offered through Liberty Group, L.L.C.
Member FINRA, SIPC, MSRB, Registered Investment Advisor
