Compliance and Consulting
Our EBS professionals provide extensive consulting on qualified plan issues, including
comprehensive compliance reviews of existing plans. We can assist employers in analyzing
existing plan features, determining the cost of plan termination, and preparing for
audits. We can help plan participants decide on the best distribution options for their
individual situations. We are also experienced in using the many governmental programs
available to address plan operational or design defects, or missed filings.
For more information, please contact:
Richard L. Green, CPC, APA