Today’s rules and regulations governing 401(k), 403(b) and other retirement plans are so complex and so stringent that it requires expert guidance to safeguard you and your company from costly and embarrassing mistakes. The comprehensive approach developed by our multidisciplinary retirement plan specialists can help you strengthen your corporate governance, simplify and improve operational plan compliance and avoid the risk of fiduciary liability.

	403(b) Plans – It’s A New World   IRS Guidance for Plan Sponsors   IRS Plan Audits: Top Ten Issues Found In EPTA Audits   Fiduciary Liability Exposure of Retirement Plan Sponsors under ERISA 404(c)   Corporate Governance of Retirement Plans: Best Practices   Specific Steps Involved in Creating and Maintaining a System of Retirement Plan Governance

We invite you to contact Sunlin Consulting to discuss any of the
services we provide:

Corporate Governance of Retirement Plans     • Compliance Evaluation     • Processes and Procedures     • Monitoring IRC/ERISA Plan Compliance     • Compliance Plan Reviews     • Discrimination Testing     • IRS/DOL Voluntary Correction Program Assistance     • Plan Design Analysis     • Plan Documents     • Determination Letter Submission     • Form 5500 Preparation     • Plan Expense Policy Review Actuarial Evaluation & Analysis     • Third-party Actuarial Valuation Reviews     • Retiree Medical Plan Valuations     • Cross-testing of Defined Benefit and Defined Contribution Plans ERISA 404(c) Compliance     • Evaluation     • Documented Compliance Program Investment Advisory Services*     • Investment Policy Development     • Investment Manager/Fund Selection     • Independent Investment Performance Monitoring     • Vendor Performance Benchmarking

*Investment Advisory Services are offered through our wholly owned subsidiary, Sunlin Consulting Investment Advisory Services, LLC, an SEC Registered Investment Advisor.  We only transact business in states where we are properly registered, or are excluded or exempted from registration requirements.  The services described on the Sunlin Site are intended for employers and retirement plan sponsors only.  Nothing on the Sunlin Site should be construed as investment advice.