Tax qualified retirement plans are heavily regulated by both the Internal Revenue Service (IRS) and the Department of Labor (DOL) and it is not uncommon for retirement plans to be audited by either agency. We, at Billings and Company, utilize our knowledge of the federal statutes and regulations that govern retirement plans and our extensive experience working with the DOL and the IRS to advise and, if necessary, represent the interests of our clients on audits by these agencies.
Every year we need your annual business and census information because things change. You can either provide that information to us during your payroll submission or at year end.
We will notify you after the plan year ends for the information we need to obtain. We provide prepopulated information that is available through our secure portal. Completed information is returned back via our secure portal.
It is important to communicate your reasonable expectations to us in order to meet your internal due dates.
Click the link below. Select Price Quote and/or Service Inquiry. Select a person under Select Staff. Select a day and time that works for you. Please note that times are displayed in Central Time.