Government Compliance/Reporting

While our on-going clients have access to all of these items, as needed, we can also provide these services for other plans who need to supplement their existing service.

  • Annual 5500 preparation
  • Annual Non-Discrimination/Compliance Testing
  • IRS Audit Representation
  • Assistance with IRS/DOL correspondence
  • Controlled Group/Affiliated Service Group Analysis
  • Plan Termination
  • DFVCP and VFCP applications (DOL correction programs)
  • Plan Financial Statement compilations

Starr-Mathews Employee Benefits and the services it offers is not affiliated with nor endorsed by LPL Financial nor Starr-Mathews Financial, LLC