Reinventing the Employee Benefit Plan Audit experience.
Our Philosophy
We combine experience, technology, and communication to provide a world-class audit experience to our clients.
“Simplicity is the ultimate sophistication.”
— Leonardo da Vinci
Our Process
Our audit process focuses on reducing the stress of benefit plan audits by by working directly with your plan providers to reduce your workload, using technology to simplify tasks, and helping clients to identify and prevent issues before they happen.
Our Mission
To ensure all companies have access to a quality, affordable, and straightforward benefit plan audit.
Team Experience:
200+
Plan audits completed
$300mm+
Total plan assets
10,000+
Employees covered by plans