Our services are customized to our clients needs

Benefit Advisers Group will provide services covering:

• Document Design
• Required Plan Testing
• Required Minimim Distribution monitoring
• Day-to-Day Operation of the Plan
• Complete Implementation Services & Coordination
• Employee Meetings
• IRS/DOL Audit or Inquiry
• Employee Plan Compliance Resolution System (EPCRS)
• Voluntary Compliance Program (VCP) 
• Delinquent Filers Voluntary Compliance (DFVC) Program

Compliance is not just once a year
Testing is completed annually but must be applied to most provsions of the plan during its operation and in its form throughout the year.  We will monitor your plan to ensure it remains in compliance with the ever changing regulatory environment.

One-on-one guidance
Benefit Advisers Group is available to provide one-on-one training/instruction for your Human Resource personnel to explain Government Reporting, Plan Features, Eligibility and the Annual Adminsitration Workflow.

Report Delivery
Plan Reports are provided in either a bound paper format or paperless format.

Please see the Plan Adminsitration and Document Design tabs for details on all of our services and IRS/DOL regulatory requirements.

Employee Retirement Security Act of 1974 (ERISA) requires that plans have a bond equal to no less than 10% of the plan's Qualifying Assets and 100% of the Plan's Non-Qualifying Assets.  If your plan does not have adequate coverage please click on the following link to apply for coverage or you can contact us and we can walk you through the processs.  ERISA Coverage.

Links to Important Sites:

Department of Labor

Internal Revenue Service

Employee Benefit Security Administration

Pension Benefit Guaranty Corporation

Illinois CPA Society

The American Society of Pension Professionals & Actuaries 

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