972.392.1143 |
972.934.1269 (Fax)
6 Steps to a Better Audit

Plan Checklist

6 Steps to a Better Audit

With spring, comes the annual Form 5500. To reduce audit costs and minimize interruptions, do these 6 things and make Read More >>

Step 2: Plan Maintenance

The second installment in my series about reducing plan sponsor liability is plan maintenance. After you review and feel confident about your plan’s Read More >>

401(k) Plan Checklist

Every year you should review your requirements for operating your 401(k) retirement plans. The IRS has an online checklist to Read More >>