Specialty Consulting Services

The Plan Administrator or Fiduciary has a great deal of responsibility to protect their employees in the Plan and the lack of proper controls and monitoring of the Plan can lead to Plan errors and noncompliance with the plan document. We can help review your current policies and procedures and make recommendations on how to improve your internal control environment and ensure the Plan is operating effectively.

Not subject to an audit, but still want to know if your Plan is operating correctly? We provide selected services at your request to test the Plan’s compliance including contributions, eligibility, payroll, and more.

Plan errors arise and we are here to help. At SobelCo, we provide guidance to Plan Sponsors regarding plan corrections as these are heavily scrutinized by the Department of Labor.

Although nonqualified plans are not subject to ERISA, we provide agreed upon procedures, consulting, and advisory services to meet our client’s needs. We service a variety of plans, including deferred compensation and bonus plans.