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The firm routinely represents plan sponsors before the IRS and DOL in
connection with qualified plan audits, and has developed expertise in
negotiating issues relating to document and operational compliance,
loans, prohibited transactions, funding, the valuation of unique
investments and actuarial assumptions.
The audit representation
requires a thorough preparation of all document, accounting records,
investment records, tax reporting forms, distribution data, participant
account statements and all other aspects for a total review of the plan
under audit. It is this preparation that allows the audit to be
conducted with a minimum of conference time with the examining agent,
and the ultimate achievement of a successful result, consisting of a
no-change letter from the examining agent.
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