Employee Benefit Plan Consulting
Does your accounting firm need help performing employee benefit plans more efficiently?
Is your financial firm looking for someone with plan administration experience to review your client’s plan documents?
Are you considering creating a plan for your company but are unsure what kind would work best for you?
Did a recent peer review identify benefit plan auditing as an area where your employees could use some extra training?
I offer a wide range of consulting services in the area of employee benefit plans.
For accounting firms, I offer a service which I refer to as “auditing your audits”. After reviewing a number of your firm’s past audits, I will identify areas where your firm excels as well as the areas where improvements could be made, and CONCRETE suggestions on how to implement any necessary changes. My findings can be delivered to your firm in a variety of ways, including a written report, meeting, or I can prepare a group presentation catered to your firm’s specific needs. Since presentations are tailored to your firm’s specific needs, your firm receives customized CPE that is both time and cost efficient.
Many financial firms find an auditor’s point of view to be a helpful tool, but don’t want an actual audit to identify potential areas of improvement. Drawing on my experience as both a TPA and an auditor, there are a variety of ways in which my consulting services will benefit your financial firm. I can review your client’s plan documents, reviewing for any possible compliance issues, checking for control and efficiency issues, and analyzing the plan type and contribution style to ensure it is a good fit for your client's company. If there are any other ways in which having another qualified professional review your plan documents would benefit your firm, please contact me today to discuss personalized consulting services.
There are a number of ways that my unique background as both an auditor and a TPA can benefit your company please contact me to today to discuss pricing and availability of my consulting services.
Is your financial firm looking for someone with plan administration experience to review your client’s plan documents?
Are you considering creating a plan for your company but are unsure what kind would work best for you?
Did a recent peer review identify benefit plan auditing as an area where your employees could use some extra training?
I offer a wide range of consulting services in the area of employee benefit plans.
For accounting firms, I offer a service which I refer to as “auditing your audits”. After reviewing a number of your firm’s past audits, I will identify areas where your firm excels as well as the areas where improvements could be made, and CONCRETE suggestions on how to implement any necessary changes. My findings can be delivered to your firm in a variety of ways, including a written report, meeting, or I can prepare a group presentation catered to your firm’s specific needs. Since presentations are tailored to your firm’s specific needs, your firm receives customized CPE that is both time and cost efficient.
Many financial firms find an auditor’s point of view to be a helpful tool, but don’t want an actual audit to identify potential areas of improvement. Drawing on my experience as both a TPA and an auditor, there are a variety of ways in which my consulting services will benefit your financial firm. I can review your client’s plan documents, reviewing for any possible compliance issues, checking for control and efficiency issues, and analyzing the plan type and contribution style to ensure it is a good fit for your client's company. If there are any other ways in which having another qualified professional review your plan documents would benefit your firm, please contact me today to discuss personalized consulting services.
There are a number of ways that my unique background as both an auditor and a TPA can benefit your company please contact me to today to discuss pricing and availability of my consulting services.