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
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