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Who we serve

  • Plan sponsors
  • Plan administrators
  • Plan participants
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Benefit Services

  • More than 30 years of experience
  • Serving more than 700 employee benefit plan sponsors
  • Offering industry-tailored benefit plan solutions
  • Active in the auditing and accounting standard-setting process
  • National leaders in the employee benefits industry
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Your challenges

  • Managing greater regulatory compliance responsibilities
  • Scrutiny from plan participants and regulators
  • Increasing cost of benefit plans
  • Meeting the expectations of a workforce that counts on employer-sponsored plans
  • Keeping up with changing trends

 

News

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Connecting the DotsHealth Care Reform Center for Providers, Employers, and Individuals

Do you understand how new health care legislation could impact you and your business? Obtain relevant information via our comprehensive resource center.

 

EFAST2New Requirements for Employee Benefit Plan
Annual Report

As of January 1, 2010, plan sponsors are required to file Form 5500 electronically under the Department of Labor’s final rule on annual reporting and disclosure. The rules have changed substantially with EFAST2, the new electronic filing system, specifically regarding the independent public auditors’ report. More
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