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New Pinnacle Consulting Group – 403(b) Compliance Reviews

by on September 16, 2013

Please see the offer below from MISBO Vendor New Pinnacle Consulting Group:

The IRS has recently increased the number and depth of audits of 403(b) plans.   A number of our clients have asked if we can perform a comprehensive review to assure complete compliance with regulations.  Our existing service package monitors retirement plan compliance requirements; however, we do not routinely look at administrative practices at a deeper and more comprehensive way like a regulator might.

For existing clients we are offering a comprehensive compliance review of your retirement and welfare plans for a flat fee of $500.   The review will focus on the compliance requirements for each type of plan including items the IRS and DOL are targeting in recent audits.  We will review all written material (plan documents, internal policies, etc.) for accuracy, interview those working with the plan to assure daily administrative practices are congruent with the plan document and applicable regulations and prepare a comprehensive written report outlining any issues and recommended solutions.  We will also prepare an ‘audit file’ for each plan so all pertinent information is in one place.

If you are interested in this service, please let us know and we will provide additional information.

Gary W. Mauger
Managing Partner
New Pinnacle Consulting Group, LLC
19825-B North Cove Road #105
Cornelius, NC  28031
Toll Free: (866) 367-3143 Ext 201
Local: (704) 900-5566 Ext 201
Cell: (303) 520-1223
Fax: (866) 609-1664

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