Correction of Retirement Plan Failures

Discovering a plan failure that might jeopardize your retirement plan’s tax-qualified status or ultimately cause an examination of your plan is daunting enough. Fixing the problem may be even more overwhelming for a plan sponsor with the unwieldy and complex retirement plan rules of today.

ORBA’s professionals provide practical solutions to help you solve and correct the most basic to complex retirement plan failures. Our professionals bring the knowledge and expertise to correct your plan failures, whether it is a plan document, operational or reporting issue, and bring it back in compliance with IRS and DOL rules.

Employee Benefit Plans ServicesCorrection of Retirement Plan Failures

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

request guide

Close
Forward Thinking
Forward Thinking