Services We Provide

Health and Welfare Filings: Preparation and submission of all necessary documents to meet specific health and welfare requirements.
Wrap Documents: Creation and maintenance of wrap documents to bundle welfare benefits into a single plan for simplified ERISA reporting.
Trust Filings: Detailed handling of trust-related documentation and filings required under ERISA.
DFVC (Delinquent Filer Voluntary Compliance): Support with the DFVC program to resolve late filing issues and mitigate penalties.
Filing Extensions: Expert help in filing extensions to meet deadlines and maintain compliance without penalties.

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