Reinventing the Employee Benefit Plan Audit experience.

 
 

Our Philosophy

We combine experience, technology, and clear communication to deliver a smooth, high-quality audit process — designed with our clients in mind.

 

“Simplicity is the ultimate sophistication.”

— Leonardo da Vinci

 

Our Process

 

We make plan audits less stressful by:

  • Working directly with your plan providers to minimize your workload

  • Using secure, modern technology to streamline data collection

  • Proactively identifying and preventing issues before they arise

Learn more about our process →

 
 

Our Mission

We’re committed to making benefit plan audits accessible, efficient, and exceptional — so our clients can focus on their business, not compliance.

 

Team Experience:

200+

Plan audits completed

$300mm+

Total plan assets

10,000+

Employees covered by plans