With the constant changes in ERISA and Department of Labor reporting requirements you need a firm that understands the complexities of single and multi-employer plan compliance and can provide you with timely information about regulatory changes. Whether you already have a plan in place or are evaluating new plan options, our team of benefit plan specialists can analyze your company's financial situation and provide recommendations about ways to maximize shareholders' deferrals and wealth accumulation. We can also coordinate and manage the annual audit of your plan or the completion of your Form 5500 and required supplemental schedules. We will work closely with you and your third party administrator or plan trustees, to help ensure that participant data is properly recorded and the necessary reports are filed in a timely manner.

As a result of our professionals' expertise, local attorneys frequently call upon us to complete the final audits of terminated plans for large, national companies undergoing bankruptcy proceedings in Delaware. Our team of specialists understands the importance of the prompt and accurate completion of the audit and Form 5500 filing. We will work closely with your plan's trustees, actuaries, investment advisors and third party administrators to confirm that the legal team is aware of any audit findings and that all reports are filed in a timely and cost-efficient manner.

In addition to providing employee benefit plan services to area corporations our team of specialists have been performing Taft-Hartley plan audits for more than 20 years. As a result of our extensive experience working with Taft-Hartley plans, we are able to effectively guide plan trustees through the complex process of plan compliance. Our clients' plan trustees and administrators respect the fact that our benefit plan work has received commendations from the Department of Labor and the Internal Revenue Service.

As part of our employee benefit plan services, we can:

• Explain and help you implement changes in ERISA and DOL reporting requirements
• Provide information and recommendations about various plan design options
• Provide comprehensive audit services, including sampling participant data to verify its accuracy and completeness
• Answer operational questions regarding changes in participant contributions and benefit payments
• Prepare and review Form 5500

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