What is this?

A Plan Document Review is a type of audit specifically reviewing the manuals, policies and procedures surrounding your organization’s retirement plan.  Using the ISO 9001 approach, the Review works within a process orientation to determine all strengths as well as areas for improvements in reference to your retirement plan.

How does it help me?

Our current Public Administration and the Department of Labor have been working to increase the amount of regulation in the area of an organization’s retirement plan.  Whether this is a for-profit or not-for-profit organization, the employee has rights with regards to their retirement benefits and those rights turn into responsibilities for the employer.  Pry Advisory Group’s Plan Document Review helps to solidify those responsibilities to provide a solid foundation.

A review of all existing policies and procedures will provide greater satisfaction to your employees and will provide greater protection to the employer.

Who do I contact for questions?

For more information on using the Pry Advisory Group Pension Consulting Services to create a more efficient process within your company’s retirement plan, contact us at 419-423-4481 or email us at info@PryGroup.com.

What do I need to bring?

Each engagement will be preceded by an inventory list of questions and materials necessary to begin the review.