Important files

 2014 Case Study
2014 Case Study

2016 Case Study without DB

2017 Cost of Living Adjustments
Retirement plan limits 2017

American Taxpayer Relief Act of 2012

Client Portal Informational Overview

Cost Share Balance Plan Overview

Department of Labor Audit Letter
DOL Audit Letter

Eligibility Audit Service Overview

Employee Benefit Solutions Overview

ERISA Compliance Program Overview

Form 5500 Filing Overview

IRS Guidance on ACA Delay of Employer Mandate

LIEBG Discount Dental Program

LIEBG Firm Overview

Qualified Retirement Plan Definitions

Retirement Consulting Overview