We look at the bigger picture.
Designing and administering a qualified plan is challenging due to the complex rules and guidance that must be followed. To complicate matters, there are often thousands of calculated transactions each pay period. The qualified plan professionals at CBS can help you to understand these rules and assist with the transactions. We provide our clients with the guidance and direction necessary to comply with the numerous legislative and regulatory rules governing employee benefit plans. This is the cornerstone CBS’s retirement plan consulting practice. Our experience and technical expertise enables us to offer the highest quality advice available.
For more information on other services see below:
- IRS and DOL Correction Program Assistance
- IRS and DOL Examination Representation
- Retirement Plan Testing & Design
- Vendor Search and Evaluation Services
- Employee Benefit Plan Financial Statement Preparation Assistance
- Operational reviews (Mock IRS and/or DOL examination)