Will ERISA help me with my plan audit?

Updated by Richard Phillips, EA, AIFA, CPC, CPFA, QPA, QKA

Yes. As part of our service, we will help compile plan information that your auditor requests. Your auditor will be responsible for furnishing a request list, and we'll do our best to help supply all the documentation and reports included on that list. We're also available to answer questions and speak with your auditor directly.

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