Compliance & Administration
IRS Compliance and Plan Administration
We maintain detailed participant records including evidence of eligibility, participation, and benefit election for each account in the event of an IRS audit. In addition every Customer Concierge Team phone call or e-mail is recorded and notated in the participant's account.
24-Hour Document Processing
We accurately and efficiently process all files, elections notices, funding reports, and account questions within 24 hours of receipt.
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