Retirement Plan Services

Is your company’s retirement plan increasing your personal liability?

At Aprio, we understand the risks and complexities associated with managing your company’s retirement plan. The IRS, Department of Labor and plaintiff attorneys continue to increase plan scrutiny. As a business owner, you could be held personally liable if your company’s retirement plan is found to be non-compliant with regulatory standards and/or best practices. That’s where our professionals step in.

Our approach reduces administrative time and costs, and provides ongoing coverage across three key plan areas: investments, risk and education. From filing your plan’s regulatory reporting to benchmarking and participant education, we ensure your plan is up to date as regulations, and your company, continue to evolve.

Contact Keith Greenwald to learn more about our Retirement Planning services.