Offering independent audits and compliance reviews for Defined Benefit and Defined Contribution plans, helping organizations meet ERISA and IRS requirements. Support businesses in evaluating, selecting, or renegotiating with retirement plan vendors, leveraging experience in managing large vendor relationships. Help firms create or update Summary Plan Documents, process maps, SOPs, and training resources for retirement plan administration. Advise small to mid-sized businesses on best practices for executive retirement plans, deferred compensation, and related compliance topics. Offer group training sessions or webinars for HR professionals, managers, or employees on retirement, benefits, or compliance trends.