Hi ‐ I'm David Gensler, founder of Concierge Retirement Services and NoMoreAudits.com. If your retirement plan requires an audit by a CPA firm, you had no choice other than to comply. With both the IRS and the Department of Labor looking over your auditor's shoulders, the retirement plan audits have become expensive, time-consuming and disruptive. But you already knew that!

Anyone who has gone through one of these audits knows it's not a quick check-up. It's more like a forensic deep dive into just about every aspect of your company. Your financial and Human Resources teams are required to provide the auditors with what seems like a never-ending request for information, like department of homeland security form I-9s, payroll records, election forms, financial and operational records, and on and on and on.

We can't make the audit go away. We're not that good. However, we do have a customized solution that eliminates the requirement for an annual individualized audit.

What are the biggest benefits? No more individualized audits! Which immediately eliminates a significant annual expense and you maintain your plan's autonomy. Nothing about the inner workings of your 401(k) plan needs to change, except for one critical component: NO MORE INDIVDUALIZED AUDITS! This new structure eliminates the direct audit fee and its disruption to your financial and human resources team.

In all my years of providing professional and compliance services for the retirement plans, it is rare that a new program provides a unique solution of time, energy and cost. This is one of those times! If you would like to find out more information, please call me at (914) 251-0099 ext. 202.