What’s included
- records checklist and one provider handoff; actuarial, audit and return preparation excluded
Who this is for
Clients who need retirement-plan reporting coordination coordinated with their broader accounting, tax, or compliance work.
Common additions & exclusions
- Work outside the agreed entities, periods, and jurisdictions.
- Government, legal, and third-party fees unless expressly included.
What we’ll need
- A description of your situation and the period involved
- Relevant existing records, reports, and correspondence
- Any timing requirements or known complications
Clear scope comes first.
Additional work is quoted separately and requires your approval. Correcting our own error is not a chargeable complication.
Delivery & supported jurisdictions
The delivery timeline is confirmed in your written scope after we review the documents.
Jurisdiction availability is confirmed individually before an engagement is accepted.